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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $264,338 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 11 · EIN 31-1582098 | Actuarial | $166,000 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $143,398 |
DELAWARE INVESTMENTS5+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 13-3465352 | Investment Management | $65,912 |
Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 80-0175963 | Investment Management | $60,401 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $52,800 |
PACIFIC INCOME ADVISORS5+ years Filed as: PACIFIC INCOME ADVISERS Service code 28 · EIN 95-4067974 | Investment Management | $37,111 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 15.73% | 12.03%+3.7pp | 12.93%+2.8pp | 13.59%+2.1pp |
| Employer contribution / active EE | $30,000 | $19,417+54.5% | $35,210-14.8% | $14,592+105.6% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |