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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 82-3550726 | Contract Administrator | $168,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 28 1111 SUPERIOR AVENUE, SUITE 2340 · CLEVELAND, OH 441142568 | Investment Management | $120,224 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $87,652 |
ULLICO10+ years Filed as: ULLICO INC Service code 28 · EIN 13-1423090 | Investment Management | $50,163 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $42,977 |
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 | Investment Management | $42,886 |
EDGEWOOD MANAGEMENT LLC10+ years Filed as: EDGEWOOD CAPITAL MANAGEMENT Service code 28 · EIN 20-4044179 | Investment Management | $42,164 |
BOSTON PARTNERS3 years Filed as: BOSTON TRUST CO Service code 28 · EIN 04-2273811 | Investment Management | $39,482 |
CIUNI & PANICHI, INC.3 years Service code 10 · EIN 34-1322309 | Accounting | $32,329 |
TUCKER ARENSBERG1 year Filed as: TUCKER ARENSBERG LLC Service code 29 1468 WEST NINTH ST, SUITE 720 · CLEVELAND, OH 44113 | Legal | $15,906 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.00% | 8.62%-0.6pp | 8.99%-1.0pp | 10.52%-2.5pp |
| Employer contribution / active EE | $11,168 | $14,400-22.4% | $25,171-55.6% | $15,140-26.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |