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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $647,596 |
FRONTIER CAPITAL MANAGEMENT4+ years Filed as: FRONTIER MANAGEMENT Service code 21 · EIN 04-2715137 | Bank Trustee | $247,437 |
LEGACY PROFESSIONALS LLP4+ years Filed as: LEGACY Service code 20 · EIN 34-1542819 | Trustee (individual) | $231,610 |
KEY BANK NATIONAL ASSOCIATION4+ years Filed as: KEY TRUST Service code 26 · EIN 34-0797057 | Advisory (Participants) | $107,166 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 38 · EIN 53-0181291 | Participant Communication | $99,500 |
COLUMBIA4+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 21 · EIN 94-1687665 | Bank Trustee | $67,225 |
ANCORA ADVISORS4+ years Filed as: ANCORA Service code 21 · EIN 13-6354410 200AUBURN DRIVE, SUITE 300 · CLEVELAND, OH 44122 | Bank Trustee | $52,456 |
BDO USA, LLP4+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $17,716 |
CALFEE HALTER & GRISWOLD LLP4+ years Service code 22 · EIN 34-0732302 | Insurance Broker | $12,812 |
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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 | $0 | $50,635-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | -2.20% | 1023.85%-1026.1pp | 18.06%-20.3pp | 1023.85%-1026.1pp |
| Employer contribution / active EE | $8,595 | $11,605-25.9% | $30,411-71.7% | $11,605-25.9% |
| Participant deferral / active EE | $0 | $275-100.0% | $40-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,675-100.0% | - |