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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE & TOUCHE, LLP Service code 11 · EIN 13-3891517 | Actuarial | $171,010 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-2264646 | Investment Management | $131,022 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD Service code 28 · EIN 34-1597728 | Investment Management | $127,199 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 30-0027188 | Investment Management | $115,538 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-6243947 | Bank Trustee | $108,611 |
VICTORY5+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $77,324 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON Service code 28 · EIN 46-2546180 | Investment Management | $45,966 |
THE NORTHWEST TRUST COMPANY4 years Service code 28 · EIN 36-2885278 | Investment Management | $22,870 |
Filed as: BRADY, WARE & SCHOENFELD Service code 10 · EIN 35-1476702 | Accounting | $12,250 |
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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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | -6.05% | 24.77%-30.8pp | -2.84%-3.2pp | 12.86%-18.9pp |
| Employer contribution / active EE | $6,304 | $13,270-52.5% | $33,329-81.1% | $13,687-53.9% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |