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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS INC. Service code 27 · EIN 13-2646110 1300 E. 9TH, STE 1900 · CLEVELAND, OH 44114 | Advisory (Plan) | $205,000 |
LOCAL 310 FRINGE BENEFIT FUNDS4+ years Filed as: LOCAL 310 FRINGE BENEFIT FUNDS INC. Service code 13 · EIN 34-1217340 3250 EUCLID AVENUE RM 150 · CLEVELAND, OH 44115 | Contract Administrator | $157,605 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $112,969 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-6038770 PO BOX 27169 · NEW YORK, NY 100877169 | Investment Management | $105,811 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 1 LINCOLN ST, 34TH FLOOR · BOSTON, MA 02111 | Investment Management | $78,223 |
ANCORA ADVISORS4+ years Service code 28 6060 PARKLAND BLVD, 200 · CLEVELAND, OH 44124 | Investment Management | $64,394 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 1300 E 9TH ST STE 1900 · CLEVELAND, OH 44114 | Actuarial | $57,658 |
LEHMAN BROTHERS ASSET MANAGEMENT4+ years Service code 28 · EIN 02-0654486 190 S. LASALLE ST. · CHICAGO, IL 60603 | Investment Management | $50,821 |
GOLDSTEIN GRAGEL LLC4+ years Filed as: GOLDSTEIN & GRAGEL LLC Service code 29 · EIN 26-3575398 1111 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | Legal | $40,915 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 TWO GATEWAY CENTER,4TH FL · NEWARK, NJ 07102 | Investment Management | $27,001 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 7.17% | 12.20%-5.0pp | 10.56%-3.4pp | 21.83%-14.7pp |
| Employer contribution / active EE | $19,571 | $12,801+52.9% | $30,199-35.2% | $12,237+59.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |