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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $974,967 |
THE BANK OF NEW YORK MELLON5 years Service code 21 · EIN 13-5160382 | Bank Trustee | $140,656 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER DOWNS & CO, INC. Service code 16 · EIN 25-1408703 | Consulting | $33,950 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $13,748 |
Filed as: NORTH PIER FIDUCIARY Service code 16 · EIN 26-3521867 | Consulting | $10,000 |
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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 | $444,552-100.0% | $861,422-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 14.3%-14.3pp | 3.7%-3.7pp |
| Annual return | 4.84% | 15.63%-10.8pp | 6.57%-1.7pp | 15.63%-10.8pp |
| Employer contribution / active EE | $17,770 | $11,476+54.8% | $34,489-48.5% | $11,476+54.8% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $0 | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |