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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $92,817 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CONSULTING Service code 27 · EIN 34-1753575 | Advisory (Plan) | $32,000 |
KALMAR INVESTMENTS1+ years Filed as: KALMAR INVESTMENTS INC Service code 27 · EIN 51-0261641 | Advisory (Plan) | $22,784 |
FAYEZ SAROFIM & CO1+ years Service code 28 · EIN 74-1312679 | Investment Management | $22,667 |
KEYBANK NATIONAL ASSOCIATION1+ years Service code 13 · EIN 34-1784820 | Contract Administrator | $22,063 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST CO. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $21,885 |
PLAIN DEALER PUBLISHING COMPANY1+ years Service code 15 · EIN 34-0228575 | Recordkeeping | $21,077 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $20,372 |
HILLCREST ASSET MANAGEMENT1+ years Filed as: HILCREST ASSET MANAGEMENT Service code 28 · EIN 26-0741657 | Investment Management | $18,195 |
WALTER & HAVERFIELD LLP1+ years Service code 29 · EIN 34-0602148 | Legal | $17,866 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $186,087-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 15.7%-15.7pp |
| Annual return | -2.32% | -1.85%-0.5pp | -2.13%-0.2pp | -7.14%+4.8pp |
| Employer contribution / active EE | $10,197 | $9,669+5.5% | $34,127-70.1% | $14,613-30.2% |
| Participant deferral / active EE | $0 | $463-100.0% | $131-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $941-100.0% | $1,191-100.0% |