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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 51 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Mgmt Fees | $231,365 |
MADISON INVESTMENT ADVISORS1+ years Filed as: BROADVIEW ADVISORS Service code 51 330 E KILBORN AVE 1475 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $62,447 |
PATRICIA DEPASCALE1+ years Filed as: PATRICIA RAFFETY Service code 13 694 BEV RD SUITE A · BOARDMAN, OH 44512 | Contract Administrator | $52,288 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORY Service code 51 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Mgmt Fees | $38,385 |
CUNI, RUST & STRENK1+ years Service code 11 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $34,750 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 51 · EIN 20-4659714 900 SALEM STREET, OT3NI · SMITHFIELD, RI 02917 | Investment Mgmt Fees | $22,374 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB REAL ESTATE INVESTMENTS Service code 51 7501 WISCONSIN AVR 1300W · BETHESDA, MD 20814 | Investment Mgmt Fees | $20,151 |
THE BOGDAHN GROUP1+ years Service code 51 · EIN 59-3676225 6133 ROCKSIDE ROAD II · INDEPENDENCE, OH 44131 | Investment Mgmt Fees | $20,000 |
ISSI1+ years Filed as: ISSI SOFTWARE Service code 17 7337 HANOVER PKWY SUITE A · GREENBELT, MD 20770 | Pension Consulting | $16,347 |
AMERICAN REALTY ADVISORS1+ years Service code 51 801 N BRAND BLVD 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $15,463 |
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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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -0.91% | -1.83%+0.9pp | -1.61%+0.7pp | 2.81%-3.7pp |
| Employer contribution / active EE | $15,515 | $9,208+68.5% | $30,840-49.7% | $16,358-5.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |