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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP8+ years Filed as: DELOITTE & TOUCHE, LLP Service code 11 · EIN 13-3891517 | Actuarial | $322,608 |
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-2264646 | Investment Management | $159,114 |
CLEARSTEAD ADVISORS, LLC4 years Filed as: CLEARSTEAD Service code 28 · EIN 34-1597728 | Investment Management | $146,910 |
WESTFIELD CAPITAL MANAGEMENT8+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 30-0027188 | Investment Management | $142,846 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-6243947 | Bank Trustee | $139,141 |
VICTORY8+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $107,771 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON Service code 28 · EIN 46-2546180 | Investment Management | $107,520 |
Filed as: BRADY, WARE & SCHOENFELD Service code 10 · EIN 35-1476702 | Accounting | $18,850 |
THE NORTHWEST TRUST COMPANY7 years Service code 28 · EIN 36-2885278 | Investment Management | $15,483 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | -7.65% | 10.30%-18.0pp | 7.69%-15.3pp | 9.11%-16.8pp |
| Employer contribution / active EE | $3,284 | $9,006-63.5% | $28,501-88.5% | $12,231-73.2% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |