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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $1,066,694 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $83,936 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $7,245 |
TRIDENT V1 year Service code 28 · EIN 98-0613069 | Investment Management | $7,034 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 68 | Soft dollars commissions | $4,730 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $463,922-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | -1.54% | 33.37%-34.9pp | 60.62%-62.2pp | 33.37%-34.9pp |
| Employer contribution / active EE | $19,173 | $11,253+70.4% | $61,657-68.9% | $11,253+70.4% |
| Participant deferral / active EE | $0 | $819-100.0% | $288-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $23-100.0% | $99,113-100.0% |