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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $795,339 |
FRONTIER CAPITAL MANAGEMENT2+ years Filed as: FRONTIER MANAGEMENT Service code 21 · EIN 04-2715137 | Bank Trustee | $215,089 |
LEGACY PROFESSIONALS LLP2+ years Filed as: LEGACY Service code 20 · EIN 34-1542819 | Trustee (individual) | $170,917 |
KEY BANK NATIONAL ASSOCIATION2+ years Filed as: KEY TRUST Service code 26 · EIN 34-0797057 | Advisory (Participants) | $118,839 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR Service code 21 · EIN 84-1596610 | Bank Trustee | $101,809 |
Filed as: WILLIS TOWERS WATSON Service code 38 · EIN 53-0181291 | Participant Communication | $79,584 |
COLUMBIA2+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 21 · EIN 94-1687665 | Bank Trustee | $72,400 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE Service code 21 · EIN 25-1900687 | Bank Trustee | $34,459 |
ANCORA ADVISORS2+ years Filed as: ANCORA Service code 21 · EIN 13-6354410 200AUBURN DRIVE, SUITE 300 · CLEVELAND, OH 44122 | Bank Trustee | $29,861 |
CALFEE HALTER & GRISWOLD LLP2+ years Service code 22 · EIN 34-0732302 | Insurance Broker | $23,764 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 11.12% | 16.32%-5.2pp | 10.53%+0.6pp | 16.32%-5.2pp |
| Employer contribution / active EE | $20,298 | $12,766+59.0% | $29,360-30.9% | $12,766+59.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $54-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |