Filed January 25, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $975,964 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $356,167 |
FRONTIER CAPITAL MANAGEMENT2+ years Service code 27 · EIN 04-3492668 | Advisory (Plan) | $204,256 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $179,213 |
Filed as: WINSLOW CAPITAL MANAGEMENT LLC Service code 28 · EIN 41-1719690 | Investment Management | $169,706 |
Service code 26 · EIN 84-1532243 | Advisory (Participants) | $122,133 |
Service code 27 · EIN 23-2312104 | Advisory (Plan) | $87,431 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $60,079 |
Filed as: PRUDENTIAL Service code 27 · EIN 22-2540245 | Advisory (Plan) | $5,000 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,470 | $90,410-26.5% | $91,004-27.0% | $77,958-14.7% |
| Participation rate | 93.1% | 86.4%+6.7pp | 75.6%+17.5pp | 71.6%+21.5pp |
| Annual return | 14.29% | 21.34%-7.1pp | 4.60%+9.7pp | 20.87%-6.6pp |
| Employer contribution / active EE | $1,167 | $3,392-65.6% | $2,456-52.5% | $2,310-49.5% |
| Participant deferral / active EE | $5,510 | $4,816+14.4% | $3,548+55.3% | $3,537+55.8% |
| Admin fee / account holder | $114 | $79+44.8% | $5,417-97.9% | $97+17.4% |