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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $812,934 |
FRONTIER CAPITAL MANAGEMENT3+ years Filed as: FRONTIER MANAGEMENT Service code 21 · EIN 04-2715137 | Bank Trustee | $244,516 |
LEGACY PROFESSIONALS LLP3+ years Filed as: LEGACY Service code 20 · EIN 34-1542819 | Trustee (individual) | $223,140 |
KEY BANK NATIONAL ASSOCIATION3+ years Filed as: KEY TRUST Service code 26 · EIN 34-0797057 | Advisory (Participants) | $118,503 |
COLUMBIA3+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 21 · EIN 94-1687665 | Bank Trustee | $87,644 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 38 · EIN 53-0181291 | Participant Communication | $80,023 |
ANCORA ADVISORS3+ years Filed as: ANCORA Service code 21 · EIN 13-6354410 200AUBURN DRIVE, SUITE 300 · CLEVELAND, OH 44122 | Bank Trustee | $56,877 |
CAMBIAR INVESTORS LLC3+ years Filed as: CAMBIAR Service code 21 · EIN 84-1596610 | Bank Trustee | $43,061 |
BDO USA, LLP3+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $17,416 |
CALFEE HALTER & GRISWOLD LLP3+ years Service code 22 · EIN 34-0732302 | Insurance Broker | $12,812 |
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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 | $476,019-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 6.69% | 73.13%-66.4pp | 4.36%+2.3pp | 73.13%-66.4pp |
| Employer contribution / active EE | $9,436 | $8,421+12.0% | $27,383-65.5% | $8,421+12.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $75-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $14,020-100.0% | - |