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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP6+ years Filed as: DELOITTE & TOUCHE, LLP Service code 11 · EIN 13-3891517 | Actuarial | $178,000 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-2264646 | Investment Management | $136,632 |
CLEARSTEAD ADVISORS, LLC2 years Filed as: CLEARSTEAD Service code 28 · EIN 34-1597728 | Investment Management | $133,032 |
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 30-0027188 | Investment Management | $127,205 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-6243947 | Bank Trustee | $121,285 |
VICTORY6+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $49,442 |
Filed as: BRADY, WARE & SCHOENFELD Service code 10 · EIN 35-1476702 | Accounting | $16,600 |
THE NORTHWEST TRUST COMPANY5 years Service code 28 · EIN 36-2885278 | Investment Management | $12,539 |
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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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 36.46% | 9.47%+27.0pp | 7.32%+29.1pp | 15.63%+20.8pp |
| Employer contribution / active EE | $9,657 | $9,065+6.5% | $23,426-58.8% | $11,476-15.8% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |