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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 95-4861680 | Investment Management | $831,150 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $816,863 |
KILTEARN PARTNERS LLP1 year Filed as: KILTEARN PARTNERS, LLP Service code 28 651 HOLIDAY DRIVE · PITTSBURGH, PA 15220 | Investment Management | $428,560 |
MERCER3+ years Filed as: PAVILION ADVISORY GROUP Service code 28 · EIN 04-3831795 | Investment Management | $390,324 |
WILSON-MCSHANE CORPORATION3+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $296,013 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $87,631 |
WELLS FARGO BANK, N.A.3+ years Service code 24 · EIN 41-6257133 | Discretionary Trustee | $85,989 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $35,201 |
Service code 28 · EIN 20-0292745 | Investment Management | $27,638 |
US BANK3+ years Service code 21 · EIN 41-0417860 | Bank Trustee | $19,313 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 16.49% | 14.29%+2.2pp | 10.16%+6.3pp | 1057.21%-1040.7pp |
| Employer contribution / active EE | $6,434 | $6,552-1.8% | $33,192-80.6% | $14,374-55.2% |
| Participant deferral / active EE | $0 | $216-100.0% | $66-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |