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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $1,386,873 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $235,760 |
GOLDMAN SACHS2+ years Filed as: DLJ CAPITAL PARTNERS LLP Service code 28 · EIN 26-1181152 | Investment Management | $48,004 |
SCHNEIDER DOWNS & CO., INC.2+ years Filed as: SCHNEIDER DOWNS AND CO INC Service code 10 · EIN 25-1408703 | Accounting | $38,862 |
AURORA EQUITY LP2+ years Service code 28 · EIN 27-1231417 | Investment Management | $19,133 |
TRIDENT IV LP2+ years Service code 28 · EIN 98-0509277 | Investment Management | $11,941 |
ROCKPOINT REAL ESTATE2+ years Service code 28 · EIN 26-0302858 | Investment Management | $7,875 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 68 | Soft dollars commissions | $4,824 |
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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 | $381,942,733-100.0% | $295,226-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | 0.0%0pp |
| Annual return | -6.12% | 9.19%-15.3pp | 4.64%-10.8pp | 9.19%-15.3pp |
| Employer contribution / active EE | $26,689 | $12,608+111.7% | $35,349-24.5% | $12,608+111.7% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $461-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $343,074-100.0% | $2,655,710-100.0% |