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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $1,115,190 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $175,983 |
Filed as: SCHNEIDER DOWNS & CO, INC. Service code 16 · EIN 25-1408703 | Consulting | $38,921 |
RECP FUND III, LP1 year Filed as: RECP FUND III LP Service code 28 · EIN 20-2060960 | Investment Management | $20,259 |
TRIDENT V2 years Service code 28 · EIN 98-0613069 | Investment Management | $7,076 |
ROCKPOINT REAL ESTATE1 year Filed as: ROCKPOINT REAL ESTATE FUND Service code 28 · EIN 26-0302858 | Investment Management | $6,726 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $6,582 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT Service code 68 | Soft dollars commissions | $3,481 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $671,907-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 0.0%0pp |
| Annual return | 18.49% | 21.83%-3.3pp | 10.76%+7.7pp | 21.83%-3.3pp |
| Employer contribution / active EE | $17,202 | $12,237+40.6% | $68,795-75.0% | $12,237+40.6% |
| Participant deferral / active EE | $0 | $987-100.0% | $229-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $6,717-100.0% | $1,551,325-100.0% |