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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $901,231 |
Filed as: DOUGLASS WINTHROP Service code 21 · EIN 13-4085380 | Bank Trustee | $238,807 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 20 · EIN 34-1542819 | Trustee (individual) | $200,000 |
COLUMBIA6+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 21 · EIN 94-1687665 | Bank Trustee | $161,232 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 38 · EIN 53-0181291 | Participant Communication | $79,623 |
KEY BANK NATIONAL ASSOCIATION6+ years Filed as: KEY TRUST Service code 26 · EIN 34-0797057 | Advisory (Participants) | $79,559 |
ANCORA ADVISORS6+ years Filed as: ANCORA Service code 21 · EIN 13-6354410 200AUBURN DRIVE, SUITE 300 · CLEVELAND, OH 44122 | Bank Trustee | $56,347 |
BDO USA, LLP6+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $19,900 |
CALFEE HALTER & GRISWOLD LLP6+ years Service code 22 · EIN 34-0732302 | Insurance Broker | $2,657 |
FRONTIER CAPITAL MANAGEMENT6+ years Filed as: FRONTIER MANAGEMENT Service code 21 · EIN 04-2715137 | Bank Trustee | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $54,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.0%0pp |
| Annual return | 27.21% | 19.39%+7.8pp | 36.37%-9.2pp | 19.39%+7.8pp |
| Employer contribution / active EE | $9,900 | $8,446+17.2% | $37,223-73.4% | $8,446+17.2% |
| Participant deferral / active EE | $0 | $353-100.0% | $524-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |