| Provider | Service type | Compensation |
|---|---|---|
CDS ADMINISTRATORS2 years Filed as: CDS ADMINISTRATORS, INC. Service code 14 · EIN 25-1352803 5 HOT METAL STREET, SUITE 200 · PITTSBURGH, PA 15203 | Plan Administrator | $115,003 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTING Service code 11 120 SOUTH SIXTH STREET, SUITE 2260 · MINNEAPOLIS, MN 55042 | Actuarial | $90,208 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 1384 OLD FREEPORT ROAD · PITTSBURGH, PA 15238 | Investment Management | $56,293 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 TWO GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $47,961 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 PO BOX 4142 CHURCH STREET · NEW YORK, NY 10261 | Advisory (Plan) | $45,000 |
MACALA & PIATT, LLC3+ years Filed as: MACALA, GORE, AND PIATT Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $31,733 |
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON KOZICKI & GWYNN, PLLC Service code 10 · EIN 55-0526247 32-20TH STREET, SUITE 300 · WHEELING, WV 26003 | Accounting | $30,933 |
Filed as: PYRAMIS Service code 28 · EIN 04-3532603 82 DEVONSHIRE STREET, G10D · BOSTON, MA 02109 | Investment Management | $29,009 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 140 · CLEVELAND, OH 44114 | Investment Management | $28,594 |
RUBLE INSURANCE3+ years Service code 22 · EIN 20-4632562 605 GREENE STREET · NEWPORT, OH 45768 | Insurance Broker | $13,974 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | IRON WORKERS LOCALS 549 AND 550 MED | A RELATED EMPLOYEE BENEFIT PLAN COV CHANGE OF CUSTODIAN REPORTING ERROR (NOTE 13) | — | — |
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 11.16% | 4.25%+6.9pp | -752.26%+763.4pp | 0.19%+11.0pp |
| Employer contribution / active EE | $12,165 | $11,906+2.2% | $31,802-61.7% | $13,763-11.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |