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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $905,039 |
Filed as: DOUGLASS WINTHROP Service code 21 · EIN 13-4085380 | Bank Trustee | $263,203 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 20 · EIN 34-1542819 | Trustee (individual) | $150,000 |
KEY BANK NATIONAL ASSOCIATION7+ years Filed as: KEY TRUST Service code 26 · EIN 34-0797057 | Advisory (Participants) | $117,841 |
COLUMBIA7+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 21 · EIN 94-1687665 | Bank Trustee | $94,057 |
ANCORA ADVISORS7+ years Filed as: ANCORA Service code 21 · EIN 13-6354410 200AUBURN DRIVE, SUITE 300 · CLEVELAND, OH 44122 | Bank Trustee | $53,668 |
BDO USA, LLP7+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $23,435 |
CALFEE HALTER & GRISWOLD LLP7+ years Service code 22 · EIN 34-0732302 | Insurance Broker | $7,123 |
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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 | $53,690-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -9.07% | -14.80%+5.7pp | -4.80%-4.3pp | -14.80%+5.7pp |
| Employer contribution / active EE | $9,332 | $8,996+3.7% | $30,897-69.8% | $8,996+3.7% |
| Participant deferral / active EE | $0 | $455-100.0% | $64-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $40,849-100.0% | - |