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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 1300 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $205,000 |
Service code 13 · EIN 34-1217340 | Contract Administrator | $153,700 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Management | $135,481 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $126,044 |
PBGC PREMIUM1 year Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $116,281 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 1300 E 9TH ST · CLEVELAND, OH 44114 | Actuarial | $77,828 |
STATE STREET GLOBAL ADVISORS7+ years Service code 28 ONE IRON STREET · BOSTON, MA 02210 | Investment Management | $65,601 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN INVESTMENT ADVISOR Service code 28 190 SOUTH LASALLE ST · CHICAGO, IL 60603 | Investment Management | $61,231 |
ANCORA ADVISORS7+ years Service code 28 6060 PARK BLVD, STE 200 · CLEVELAND, OH 44124 | Investment Management | $54,924 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 655 BROAD ST 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $48,646 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -1.05% | -7.95%+6.9pp | -5.85%+4.8pp | 23.41%-24.5pp |
| Employer contribution / active EE | $19,799 | $13,972+41.7% | $31,839-37.8% | $12,650+56.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |