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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ 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 FUNDS6+ 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 | $161,911 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $125,617 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-6038770 PO BOX 27169 · NEW YORK, NY 100877169 | Investment Management | $110,332 |
STATE STREET GLOBAL ADVISORS6+ years Service code 28 · EIN 04-1867445 1 LINCOLN ST, 34TH FLOOR · BOSTON, MA 02111 | Investment Management | $80,978 |
ANCORA ADVISORS6+ years Service code 28 6060 PARKLAND BLVD, 200 · CLEVELAND, OH 44124 | Investment Management | $66,194 |
LEHMAN BROTHERS ASSET MANAGEMENT6+ years Service code 28 · EIN 02-0654486 190 S. LASALLE ST. · CHICAGO, IL 60603 | Investment Management | $56,991 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 1300 E 9TH ST STE 1900 · CLEVELAND, OH 44114 | Actuarial | $40,924 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 TWO GATEWAY CENTER,4TH FL · NEWARK, NJ 07102 | Investment Management | $33,550 |
COMERICA BANK6+ years Service code 28 · EIN 38-3192888 P.O. BOX 75000 · DETROIT, MI 482753464 | Investment Management | $25,305 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 35.10% | 19.37%+15.7pp | 11.08%+24.0pp | 15.63%+19.5pp |
| Employer contribution / active EE | $18,359 | $13,107+40.1% | $28,418-35.4% | $11,476+60.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |