| Provider | Service type | Compensation |
|---|---|---|
CDS ADMINISTRATORS5 years Filed as: CDS ADMINISTRATORS, INC. Service code 14 · EIN 25-1352803 5 HOT METAL STREET, SUITE 200 · PITTSBURGH, PA 15203 | Plan Administrator | $142,171 |
QUANTITATIVE PROCESS, LLC6+ years Filed as: QUANTITATIVE MANAGEMENT Service code 28 · EIN 33-1077887 TWO GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $138,660 |
BOYD WATTERSON ASSET MANAGEMENT6+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 140 · CLEVELAND, OH 44114 | Investment Management | $122,221 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 TWO GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $104,596 |
BUCK GLOBAL, LLC3 years Filed as: BUCK CONSULTING Service code 11 120 SOUTH SIXTH STREET, SUITE 2260 · MINNEAPOLIS, MN 55042 | Actuarial | $100,179 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 1384 OLD FREEPORT ROAD · PITTSBURGH, PA 15238 | Investment Management | $61,875 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 PO BOX 4142 CHURCH STREET · NEW YORK, NY 10261 | Advisory (Plan) | $45,000 |
RUBLE INSURANCE6+ years Service code 22 · EIN 20-4632562 605 GREENE STREET · NEWPORT, OH 45768 | Insurance Broker | $38,042 |
Filed as: PYRAMIS Service code 28 · EIN 04-3532603 82 DEVONSHIRE STREET, G10D · BOSTON, MA 02109 | Investment Management | $36,633 |
Service code 10 · EIN 55-0526247 32-20TH STREET, SUITE 300 · WHEELING, WV 26003 | Accounting | $35,600 |
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 35.43% | 24.46%+11.0pp | 11.08%+24.4pp | 13.24%+22.2pp |
| Employer contribution / active EE | $12,859 | $11,981+7.3% | $28,418-54.7% | $14,616-12.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |