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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WINSLOW ASSET MANAGEMENT Service code 20 · EIN 34-1705163 3333 RICHMOND RD · BEACHWOOD, OH 44122 | Trustee (individual) | $94,264 |
Service code 12 · EIN 34-1841503 36964 DETROIT AVE · AVON, OH 44011 | Claims processing | $89,909 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT INVESTMENT ADVISORS Service code 19 23775 COMMERCE PARK 3 · BEACHWOOD, OH 44122 | Securities Custodian | $83,351 |
GAMCO ASSET MANAGEMENT4+ years Filed as: GAMCO INVESTORS Service code 20 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Trustee (individual) | $55,478 |
AMERICAN REALTY ADVISORS1 year Service code 19 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $55,336 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 8601 GEORGIA AVE, STE 700 · SILVER SPRINGS, MD 20910 | Actuarial | $53,771 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 19 · EIN 26-2237421 900 SEVENTH STREET · WASHINGTON, DC 20001 | Securities Custodian | $44,510 |
Filed as: AND CO INC. Service code 28 · EIN 59-3676225 6133 ROCKSIDE RD, STE 203 · CLEVELAND, OH 44131 | Investment Management | $43,333 |
Filed as: KEYBANK Service code 19 100 PUBLIC SQUARE · CLEVELAND, OH 44113 | Securities Custodian | $19,755 |
Service code 16 1401 MCKINNEY ST STE 16 · HOUSTON, TX 77010 | Consulting | $14,431 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 6.58% | 33.70%-27.1pp | 14.64%-8.1pp | 53.27%-46.7pp |
| Employer contribution / active EE | $9,255 | $14,473-36.1% | $41,831-77.9% | $14,774-37.4% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |