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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $2,494,650 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $240,427 |
TRIDENT IV LP1+ years Service code 28 · EIN 98-0509277 | Investment Management | $67,307 |
GOLDMAN SACHS1+ years Filed as: DLJ CAPITAL PARTNERS LLP Service code 28 · EIN 26-1181152 | Investment Management | $54,167 |
SCHNEIDER DOWNS & CO., INC.1+ years Filed as: SCHNEIDER DOWNS AND CO INC Service code 10 · EIN 25-1408703 | Accounting | $38,453 |
PERFORMANCE DIRECT INVEST II, LP1+ years Filed as: PERFORMANCE DIRECT Service code 28 · EIN 20-5608447 | Investment Management | $34,354 |
TENAYA CAPITAL1+ years Service code 28 · EIN 45-2636829 | Investment Management | $27,738 |
AURORA EQUITY LP1+ years Service code 28 · EIN 27-1231417 | Investment Management | $26,382 |
CAI PARTNERS & CO IV, LP1+ years Filed as: CAI PARTNERS AND COMPANY LP Service code 28 · EIN 26-3790488 | Investment Management | $22,950 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 68 | Soft dollars commissions | $17,986 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $466,275-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | 6.71% | 1.67%+5.0pp | -2.52%+9.2pp | 1.67%+5.0pp |
| Employer contribution / active EE | $25,287 | $10,506+140.7% | $109,954-77.0% | $10,506+140.7% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $846-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $12,408-100.0% | $66,276-100.0% |