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| Provider | Service type | Compensation |
|---|---|---|
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD ADVISORS LLC Service code 27 1100 SUPERIOR AVENUE, 700 · CLEVELAND, OH 44114 | Advisory (Plan) | $108,577 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $32,083 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $30,924 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $21,500 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $14,076 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON CAPITAL ADVISORS Service code 28 1800 AVENUE OF THE STARTS, 3RD FLOO · LOS ANGELES, CA 90067 | Investment Management | $12,044 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 28 201 WASHINGTON STREET, 24TH FLOOR · BOSTON, MA 02108 | Investment Management | $10,000 |
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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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 13.91% | 9.93%+4.0pp | -2.84%+16.7pp | 9.29%+4.6pp |
| Employer contribution / active EE | $56,827 | $11,565+391.4% | $33,329+70.5% | $15,168+274.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |