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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,088,990 |
Filed as: DOUGLASS WINTHROP Service code 21 · EIN 13-4085380 | Bank Trustee | $213,502 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 20 · EIN 34-1542819 | Trustee (individual) | $200,000 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 20 · EIN 33-0629048 650 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Trustee (individual) | $196,558 |
COLUMBIA8+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 21 · EIN 94-1687665 | Bank Trustee | $63,345 |
KEY BANK NATIONAL ASSOCIATION8+ years Filed as: KEY TRUST Service code 26 · EIN 34-0797057 | Advisory (Participants) | $53,536 |
BDO USA, LLP8+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $34,254 |
ANCORA ADVISORS8+ years Filed as: ANCORA Service code 21 · EIN 13-6354410 200AUBURN DRIVE, SUITE 300 · CLEVELAND, OH 44122 | Bank Trustee | $18,573 |
CALFEE HALTER & GRISWOLD LLP8+ years Service code 22 · EIN 34-0732302 | Insurance Broker | $9,772 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -1.11% | 33.11%-34.2pp | 15.31%-16.4pp | 33.11%-34.2pp |
| Employer contribution / active EE | $5,851 | $9,000-35.0% | $28,686-79.6% | $9,000-35.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $126-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |