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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $1,149,521 |
THE BANK OF NEW YORK MELLON4 years Service code 21 · EIN 13-5160382 | Bank Trustee | $216,699 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER DOWNS & CO, INC. Service code 16 · EIN 25-1408703 | Consulting | $39,659 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $5,409 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT Service code 68 | Soft dollars commissions | $2,427 |
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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 | $0 | $793,067-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 1.82% | 12.86%-11.0pp | 10.21%-8.4pp | 12.86%-11.0pp |
| Employer contribution / active EE | $25,317 | $13,687+85.0% | $40,687-37.8% | $13,687+85.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $0 | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |