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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-2646110 101 N WACKER DR, STE 500 · CHICAGO, IL 606061724 | Actuarial | $202,936 |
Service code 13 · EIN 34-1472960 3250 EUCLID AVE, RM 150 · CLEVELAND, OH 44115 | Contract Administrator | $149,644 |
GOLDSTEIN GRAGEL LLC2+ years Service code 29 · EIN 26-3575398 526 SUPERIOR AVE, 1040 · CLEVELAND, OH 44114 | Legal | $134,493 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVE, 200 · BETHESDA, MD 20814 | Investment Management | $102,454 |
THE SEGAL COMPANY2+ 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 SAYLES2+ years Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $32,285 |
PNC BANK, N.A.2+ years Filed as: PNC FINANCIAL SERVICES COMPANY Service code 28 · EIN 52-6220193 ONE PNC PLAZA 249 5TH AVE · PITTSBURG, PA 152222707 | Investment Management | $14,692 |
TRAMER SHORE & ZWICK2+ years Filed as: TRAMER, SHORE & ZWICK Service code 10 · EIN 34-1736265 23775 COMMERCE PARK ROAD · BEACHWOOD, OH 44122 | Accounting | $14,500 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-1442864 50 FREMONT ST, STE 300 · SAN FRANCISCO, CA 94105 | Investment Management | $11,465 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Service code 28 · EIN 36-3027981 1801 E 9TH ST, STE 1400 · CLEVELAND, OH 44114 | Investment Management | $8,374 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 8.97% | 11.78%-2.8pp | 8.32%+0.7pp | 23.90%-14.9pp |
| Employer contribution / active EE | $16,139 | $11,309+42.7% | $30,793-47.6% | $16,539-2.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |