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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO INVESTORS Service code 20 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Trustee (individual) | $136,481 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW ASSET MANAGEMENT INC Service code 20 · EIN 34-1705163 3333 RICHMOND RD · BEACHWOOD, OH 44122 | Trustee (individual) | $93,977 |
Service code 12 · EIN 34-1841503 36964 DETROIT RD · AVON, OH 44011 | Claims processing | $82,115 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE, SUITE 700 · SILVER SPRINGS, MD 20910 | Actuarial | $39,503 |
ALLOTTA FARLEY CO LPA1+ years Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $10,855 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN JANUZZI, CPA Service code 10 · EIN 34-1631968 7710 RICE ROAD · AMHERST, OH 44001 | Accounting | $8,750 |
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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% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -3.83% | 5.13%-9.0pp | 4.74%-8.6pp | 7.18%-11.0pp |
| Employer contribution / active EE | $10,602 | $14,689-27.8% | $36,089-70.6% | $13,095-19.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |