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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE & TOUCHE, LLP Service code 11 · EIN 13-3891517 | Actuarial | $176,600 |
HARTLAND & CO4+ years Filed as: HARTLAND & COMPANY Service code 28 · EIN 34-1597728 | Investment Management | $156,906 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-2264646 | Investment Management | $137,746 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-6243947 | Bank Trustee | $118,077 |
VICTORY4+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $81,954 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 30-0027188 | Investment Management | $31,834 |
THE NORTHWEST TRUST COMPANY3 years Service code 28 · EIN 36-2885278 | Investment Management | $26,486 |
Filed as: BRADY, WARE & SCHOENFELD Service code 10 · EIN 35-1476702 | Accounting | $11,800 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 2.14% | 22.40%-20.3pp | 29.77%-27.6pp | 21.83%-19.7pp |
| Employer contribution / active EE | $4,930 | $13,519-63.5% | $33,607-85.3% | $12,237-59.7% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |