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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE & TOUCHE, LLP Service code 11 · EIN 13-3891517 | Actuarial | $161,800 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-2264646 | Investment Management | $141,128 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-6243947 | Bank Trustee | $127,127 |
HARTLAND & CO3+ years Filed as: HARTLAND & COMPANY Service code 28 · EIN 34-1597728 | Investment Management | $88,855 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $88,173 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 30-0027188 | Investment Management | $86,912 |
THE NORTHWEST TRUST COMPANY2 years Service code 28 · EIN 36-2885278 | Investment Management | $26,580 |
Filed as: BRADY, WARE & SCHOENFELD Service code 10 · EIN 35-1476702 | Accounting | $14,600 |
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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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 9.63% | 201.32%-191.7pp | 12.68%-3.1pp | 33.37%-23.7pp |
| Employer contribution / active EE | $12,886 | $10,877+18.5% | $22,860-43.6% | $11,253+14.5% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |