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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $359,854 |
AON CONSULTING2+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $310,349 |
Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 61-6506892 | Investment Management | $241,696 |
ADVANTUS CAPITAL MANAGEMENT2+ years Filed as: ADVANTUS Service code 28 · EIN 41-1792781 | Investment Management | $172,030 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $163,250 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $69,000 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $48,075 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $47,639 |
SPRUCEGROVE INVESTMENT MGMT2+ years Filed as: SPRUCEGROVE INVESTMENT MGMT. LTD. Service code 28 · EIN 98-0399967 | Investment Management | $19,878 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 16.31% | 5.13%+11.2pp | 4.74%+11.6pp | 7.18%+9.1pp |
| Employer contribution / active EE | $87,662 | $14,689+496.8% | $36,089+142.9% | $13,095+569.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |