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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 51 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Mgmt Fees | $194,265 |
PATRICIA DEPASCALE2+ years Filed as: PATRICIA RAFFETY Service code 13 694 BEV RD SUITE A · BOARDMAN, OH 44512 | Contract Administrator | $53,508 |
MADISON INVESTMENT ADVISORS2+ years Filed as: BROADVIEW ADVISORS Service code 51 330 E KILBORN AVE 1475 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $34,258 |
CUNI, RUST & STRENK2+ years Service code 11 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $29,750 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 51 · EIN 20-4659714 900 SALEM STREET, OT3NI · SMITHFIELD, RI 02917 | Investment Mgmt Fees | $23,178 |
MACALA & PIATT, LLC2+ years Service code 29 · EIN 34-1933033 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $22,813 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB REAL ESTATE INVESTMENTS Service code 51 7501 WISCONSIN AVR 1300W · BETHESDA, MD 20814 | Investment Mgmt Fees | $22,320 |
THE BOGDAHN GROUP2+ years Service code 51 · EIN 59-3676225 6133 ROCKSIDE ROAD II · INDEPENDENCE, OH 44131 | Investment Mgmt Fees | $20,000 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 17 3000 SOUTH LENOLA RD · MAPLE SHADE, NJ 08052 | Pension Consulting | $17,453 |
AMERICAN REALTY ADVISORS2+ years Service code 51 801 N BRAND BLVD 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $16,815 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 9.70% | 2.79%+6.9pp | 4.16%+5.5pp | 11.88%-2.2pp |
| Employer contribution / active EE | $14,464 | $10,530+37.4% | $29,966-51.7% | $14,612-1.0% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |