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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-2264646 | Investment Management | $186,124 |
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 30-0027188 | Investment Management | $172,617 |
CLEARSTEAD ADVISORS, LLC3 years Filed as: CLEARSTEAD Service code 28 · EIN 34-1597728 | Investment Management | $153,066 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-6243947 | Bank Trustee | $149,835 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON Service code 28 · EIN 46-2546180 | Investment Management | $135,207 |
VICTORY7+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $106,868 |
DELOITTE & TOUCHE LLP7+ years Filed as: DELOITTE & TOUCHE, LLP Service code 11 · EIN 13-3891517 | Actuarial | $62,700 |
Filed as: BRADY, WARE & SCHOENFELD Service code 10 · EIN 35-1476702 | Accounting | $18,250 |
THE NORTHWEST TRUST COMPANY6 years Service code 28 · EIN 36-2885278 | Investment Management | $17,143 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | 2.05% | 87.23%-85.2pp | -5.12%+7.2pp | 23.41%-21.4pp |
| Employer contribution / active EE | $4,111 | $12,989-68.3% | $31,020-86.7% | $12,650-67.5% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |