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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $489,385 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER MANAGEMENT Service code 21 · EIN 04-2715137 | Bank Trustee | $191,377 |
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE Service code 21 · EIN 25-1900687 | Bank Trustee | $170,870 |
LEGACY PROFESSIONALS LLP1+ years Filed as: LEGACY Service code 20 · EIN 34-1542819 | Trustee (individual) | $153,022 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR Service code 21 · EIN 84-1596610 | Bank Trustee | $148,697 |
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY TRUST Service code 26 · EIN 34-0797057 | Advisory (Participants) | $129,924 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 38 · EIN 53-0181291 | Participant Communication | $79,625 |
COLUMBIA1+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 21 · EIN 94-1687665 | Bank Trustee | $67,239 |
ANCORA ADVISORS1+ years Filed as: ANCORA Service code 21 · EIN 13-6354410 200AUBURN DRIVE, SUITE 300 · CLEVELAND, OH 44122 | Bank Trustee | $37,800 |
CALFEE HALTER & GRISWOLD LLP1+ years Service code 22 · EIN 34-0732302 | Insurance Broker | $20,634 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $169,917-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.3%-10.3pp | 5.5%-5.5pp |
| Annual return | -5.58% | 5.86%-11.4pp | 7.98%-13.6pp | 5.86%-11.4pp |
| Employer contribution / active EE | $7,310 | $10,137-27.9% | $23,724-69.2% | $10,137-27.9% |
| Participant deferral / active EE | $0 | $492-100.0% | $53-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $636-100.0% | $387-100.0% |