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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3954297 | Actuarial | $55,100 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $37,169 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $22,742 |
JEFFREY SLOCUM & ASSOCIATES2+ years Service code 27 · EIN 41-1567437 | Advisory (Plan) | $22,638 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 04-2955404 | Investment Management | $21,843 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $19,373 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $11,200 |
STEVENS & LEE2+ years Service code 29 · EIN 23-1886296 | Legal | $10,377 |
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Participant contribution per participant 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 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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 8.24% | 5.09%+3.2pp | 5.00%+3.2pp | 7.18%+1.1pp |
| Employer contribution / active EE | $4,156 | $7,393-43.8% | $35,918-88.4% | $13,095-68.3% |
| Participant deferral / active EE | $274 | $178+53.6% | $75+263.6% | $385-28.8% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |