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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-2646110 101 N WACKER DR, STE 500 · CHICAGO, IL 606061724 | Actuarial | $218,618 |
Service code 13 · EIN 34-1472960 3250 EUCLID AVE, RM 150 · CLEVELAND, OH 44115 | Contract Administrator | $158,208 |
GOLDSTEIN GRAGEL LLC1+ years Service code 29 · EIN 26-3575398 526 SUPERIOR AVE, 1040 · CLEVELAND, OH 44114 | Legal | $145,449 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVE, 200 · BETHESDA, MD 20814 | Investment Management | $100,823 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC. Service code 28 · EIN 13-2646110 101 N WACKER DR, STE 500 · CHICAGO, IL 606061722 | Investment Management | $55,000 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $30,389 |
PNC BANK, N.A.1+ years Filed as: PNC FINANCIAL SERVICES COMPANY Service code 28 · EIN 52-6220193 ONE PNC PLAZA 249 5TH AVE · PITTSBURG, PA 152222707 | Investment Management | $15,661 |
TRAMER SHORE & ZWICK1+ years Filed as: TRAMER, SHORE & ZWICK Service code 10 · EIN 34-1736265 23775 COMMERCE PARK ROAD · BEACHWOOD, OH 44122 | Accounting | $14,500 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Service code 28 · EIN 36-3027981 1801 E 9TH ST, STE 1400 · CLEVELAND, OH 44114 | Investment Management | $12,690 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-1442864 50 FREMONT ST, STE 300 · SAN FRANCISCO, CA 94105 | Investment Management | $11,174 |
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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 | $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 | 0.09% | 3.49%-3.4pp | 4.16%-4.1pp | 7.18%-7.1pp |
| Employer contribution / active EE | $18,306 | $11,083+65.2% | $29,966-38.9% | $13,095+39.8% |
| 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% |