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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $75,685 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CONSULTING Service code 27 · EIN 34-1753575 | Advisory (Plan) | $32,000 |
HILLCREST ASSET MANAGEMENT2+ years Filed as: HILCREST ASSET MANAGEMENT Service code 28 · EIN 26-0741657 | Investment Management | $27,569 |
FAYEZ SAROFIM & CO2+ years Service code 28 · EIN 74-1312679 | Investment Management | $21,608 |
KALMAR INVESTMENTS2+ years Filed as: KALMAR INVESTMENTS INC Service code 27 · EIN 51-0261641 | Advisory (Plan) | $21,432 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST CO. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $20,850 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $20,468 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 51 · EIN 27-2347077 | Investment Mgmt Fees | $16,835 |
WALTHALL, LLP2+ years Filed as: WALTHALL LLP Service code 10 · EIN 34-0644631 | Accounting | $15,975 |
PLAIN DEALER PUBLISHING COMPANY2+ years Service code 15 · EIN 34-0228575 | Recordkeeping | $15,406 |
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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 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 7.43% | 5.86%+1.6pp | 3.99%+3.4pp | 4.56%+2.9pp |
| Employer contribution / active EE | $16,069 | $18,820-14.6% | $38,279-58.0% | $15,526+3.5% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |