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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ 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 FUNDS5+ 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 | $167,310 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-6038770 PO BOX 27169 · NEW YORK, NY 100877169 | Investment Management | $132,507 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $119,197 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 04-1867445 1 LINCOLN ST, 34TH FLOOR · BOSTON, MA 02111 | Investment Management | $81,199 |
ANCORA ADVISORS5+ years Service code 28 6060 PARKLAND BLVD, 200 · CLEVELAND, OH 44124 | Investment Management | $68,724 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 1300 E 9TH ST STE 1900 · CLEVELAND, OH 44114 | Actuarial | $65,374 |
LEHMAN BROTHERS ASSET MANAGEMENT5+ years Service code 28 · EIN 02-0654486 190 S. LASALLE ST. · CHICAGO, IL 60603 | Investment Management | $54,476 |
GOLDSTEIN GRAGEL LLC5+ years Filed as: GOLDSTEIN & GRAGEL LLC Service code 29 · EIN 26-3575398 1111 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | Legal | $29,363 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 TWO GATEWAY CENTER,4TH FL · NEWARK, NJ 07102 | Investment Management | $28,143 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -2.05% | 6.82%-8.9pp | 8.01%-10.1pp | 12.86%-14.9pp |
| Employer contribution / active EE | $17,919 | $12,695+41.1% | $29,476-39.2% | $13,687+30.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |