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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $909,431 |
THE BANK OF NEW YORK MELLON6 years Service code 21 · EIN 13-5160382 | Bank Trustee | $113,038 |
Filed as: NORTH PIER FIDUCIARY Service code 16 · EIN 26-3521867 | Consulting | $50,791 |
SCHNEIDER DOWNS & CO., INC.4 years Filed as: SCHNEIDER DOWNS & CO, INC. Service code 16 · EIN 25-1408703 | Consulting | $36,302 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $20,616 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $732,694-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 7.1%-7.1pp | 1.5%-1.5pp |
| Annual return | -15.52% | 23.41%-38.9pp | -15.18%-0.3pp | 23.41%-38.9pp |
| Employer contribution / active EE | $20,684 | $12,650+63.5% | $53,321-61.2% | $12,650+63.5% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $0 | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |