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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS1+ years Filed as: BOSTON MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $90,261 |
CUNI, RUST & STRENK1+ years Filed as: CUNI, RUST, & STRENK Service code 11 4540 COOPER ROAD, STE 304 · CINCINNATI, OH 452425617 | Actuarial | $76,925 |
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $72,789 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW ASSET MANAGEMENT Service code 28 3333 RICHMOND RD · BEACHWOOD, OH 44122 | Investment Management | $71,420 |
AMERICAN REALTY ADVISORS1+ years Service code 28 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Investment Management | $64,417 |
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE PATRIOT FUND LP Service code 28 ONE FINANCIAL PLAZA, 1700 · HARTFORD, CT 06103 | Investment Management | $47,076 |
JOHNSON BANK1+ years Filed as: JOHNSON INVESTMENT COUNCIL Service code 28 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Investment Management | $40,848 |
PBGC PREMIUM1+ years Service code 27 PO BOX 77000 · DETROIT, MI 482770430 | Advisory (Plan) | $36,634 |
MACALA & PIATT, LLC1+ years Service code 29 · EIN 34-1933033 | Legal | $34,580 |
THE BOGDAHN GROUP1+ years Service code 17 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Pension Consulting | $29,333 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -2.59% | 3.49%-6.1pp | 4.16%-6.7pp | 7.18%-9.8pp |
| Employer contribution / active EE | $6,981 | $11,083-37.0% | $29,966-76.7% | $13,095-46.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |