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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Advisory (Plan) | $212,917 |
Service code 13 · EIN 34-1217340 | Contract Administrator | $183,216 |
PBGC PREMIUM3 years Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $132,580 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $113,739 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $112,196 |
THE SEGAL COMPANY9+ years Service code 11 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Actuarial | $77,935 |
ANCORA ADVISORS9+ years Service code 28 6060 PARK BLVD, STE 200 · CLEVELAND, OH 44124 | Investment Management | $65,751 |
NEUBERGER BERMAN3 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISOR Service code 28 1290 AVE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $53,944 |
STATE STREET GLOBAL ADVISORS9+ years Service code 28 ONE IRON STREET · BOSTON, MA 02210 | Investment Management | $44,178 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 655 BROAD ST 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $37,716 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.29% | 10.33%+1.0pp | 8.10%+3.2pp | 9.30%+2.0pp |
| Employer contribution / active EE | $18,754 | $14,972+25.3% | $28,649-34.5% | $12,551+49.4% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |