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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $687,795 |
FRONTIER CAPITAL MANAGEMENT5+ years Filed as: FRONTIER MANAGEMENT Service code 21 · EIN 04-2715137 | Bank Trustee | $250,866 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 20 · EIN 34-1542819 | Trustee (individual) | $225,833 |
COLUMBIA5+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 21 · EIN 94-1687665 | Bank Trustee | $106,931 |
KEY BANK NATIONAL ASSOCIATION5+ years Filed as: KEY TRUST Service code 26 · EIN 34-0797057 | Advisory (Participants) | $105,788 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 38 · EIN 53-0181291 | Participant Communication | $59,750 |
ANCORA ADVISORS5+ years Filed as: ANCORA Service code 21 · EIN 13-6354410 200AUBURN DRIVE, SUITE 300 · CLEVELAND, OH 44122 | Bank Trustee | $58,652 |
BDO USA, LLP5+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $19,203 |
Filed as: DOUGLASS WINTHROP Service code 21 · EIN 13-4085380 | Bank Trustee | $17,570 |
CALFEE HALTER & GRISWOLD LLP5+ years Service code 22 · EIN 34-0732302 | Insurance Broker | $9,535 |
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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 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 2.06% | 5230.06%-5228.0pp | 793.01%-791.0pp | 5230.06%-5228.0pp |
| Employer contribution / active EE | $10,161 | $10,491-3.1% | $27,004-62.4% | $10,491-3.1% |
| Participant deferral / active EE | $0 | $460-100.0% | $154-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |