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| Provider | Service type | Compensation |
|---|---|---|
CLEARSTEAD ADVISORS, LLC2 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 1100 SUPERIOR AVENUE, 700 · CLEVELAND, OH 44114 | Advisory (Plan) | $99,983 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $31,647 |
Filed as: MONDRIAN GLOBAL ALL COUNTRIES WORLD Service code 28 1105 N MARKET ST · WILMINGTON, DE 19801 | Investment Management | $20,811 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $20,231 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $19,000 |
Filed as: NINETY ONE GLOBAL SELECT LLC Service code 28 · EIN 81-0976908 | Investment Management | $15,227 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $10,700 |
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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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 13.46% | 11.70%+1.8pp | 7.32%+6.1pp | 18.35%-4.9pp |
| Employer contribution / active EE | $50,280 | $9,106+452.2% | $23,426+114.6% | $14,669+242.8% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |