| Provider | Service type | Compensation |
|---|---|---|
BOYD WATTERSON ASSET MANAGEMENT8+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 140 · CLEVELAND, OH 44114 | Investment Management | $152,321 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BENEFIT CORPORATION Service code 14 3150 US-60 · ONA, WV 25545 | Plan Administrator | $134,930 |
QUANTITATIVE PROCESS, LLC8+ years Filed as: QUANTITATIVE MANAGEMENT Service code 28 · EIN 33-1077887 TWO GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $77,668 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 TWO GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $74,211 |
Service code 10 · EIN 55-0526247 32-20TH STREET, SUITE 300 · WHEELING, WV 26003 | Accounting | $46,188 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 PO BOX 4142 CHURCH STREET · NEW YORK, NY 10261 | Advisory (Plan) | $45,000 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 1384 OLD FREEPORT ROAD · PITTSBURGH, PA 15238 | Investment Management | $44,700 |
Filed as: PYRAMIS Service code 28 · EIN 04-3532603 82 DEVONSHIRE STREET, G10D · BOSTON, MA 02109 | Investment Management | $40,480 |
COWDEN ASSOCIATES, INC.2 years Filed as: COWDEN ASSOCIATES INC Service code 11 FOUR GATEWAY CENTER SUITE 605 · PITTSBURGH, PA 15222 | Actuarial | $40,338 |
MACALA & PIATT, LLC8+ years Filed as: MACALA, GORE, AND PIATT Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $24,111 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -7.07% | 7.15%-14.2pp | 20.18%-27.2pp | 37.77%-44.8pp |
| Employer contribution / active EE | $12,273 | $13,270-7.5% | $29,108-57.8% | $15,798-22.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |