| Provider | Service type | Compensation |
|---|---|---|
QUANTITATIVE PROCESS, LLC5+ years Filed as: QUANTITATIVE MANAGEMENT Service code 28 · EIN 33-1077887 TWO GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $137,046 |
CDS ADMINISTRATORS4 years Filed as: CDS ADMINISTRATORS, INC. Service code 14 · EIN 25-1352803 5 HOT METAL STREET, SUITE 200 · PITTSBURGH, PA 15203 | Plan Administrator | $137,015 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 TWO GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $102,917 |
BOYD WATTERSON ASSET MANAGEMENT5+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 140 · CLEVELAND, OH 44114 | Investment Management | $99,585 |
BUCK GLOBAL, LLC2 years Filed as: BUCK CONSULTING Service code 11 120 SOUTH SIXTH STREET, SUITE 2260 · MINNEAPOLIS, MN 55042 | Actuarial | $92,203 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 1384 OLD FREEPORT ROAD · PITTSBURGH, PA 15238 | Investment Management | $58,628 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 PO BOX 4142 CHURCH STREET · NEW YORK, NY 10261 | Advisory (Plan) | $45,000 |
Service code 10 · EIN 55-0526247 32-20TH STREET, SUITE 300 · WHEELING, WV 26003 | Accounting | $34,121 |
Filed as: PYRAMIS Service code 28 · EIN 04-3532603 82 DEVONSHIRE STREET, G10D · BOSTON, MA 02109 | Investment Management | $30,098 |
RUBLE INSURANCE5+ years Service code 22 · EIN 20-4632562 605 GREENE STREET · NEWPORT, OH 45768 | Insurance Broker | $20,572 |
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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | -4.60% | 6.41%-11.0pp | 8.01%-12.6pp | 11.45%-16.1pp |
| Employer contribution / active EE | $12,123 | $11,592+4.6% | $29,476-58.9% | $17,219-29.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |