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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE & TOUCHE, LLP Service code 11 · EIN 13-3891517 | Actuarial | $168,100 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-2264646 | Investment Management | $135,584 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-6243947 | Bank Trustee | $112,940 |
HARTLAND & CO2+ years Filed as: HARTLAND & COMPANY Service code 28 · EIN 34-1597728 | Investment Management | $112,169 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $71,434 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 30-0027188 | Investment Management | $70,048 |
Service code 28 · EIN 36-2885278 | Investment Management | $17,802 |
Filed as: BRADY, WARE & SCHOENFELD Service code 10 · EIN 35-1476702 | Accounting | $11,700 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 10.65% | 15.82%-5.2pp | 16.78%-6.1pp | 17.84%-7.2pp |
| Employer contribution / active EE | $13,791 | $19,885-30.6% | $26,328-47.6% | $14,688-6.1% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |