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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 20-4056745 | Recordkeeping and information managem... | $1,968,000 |
STEVENS & LEE1+ years Service code 29 · EIN 23-1886296 | Legal | $1,036,468 |
SEI INVESTMENTS1+ years Filed as: S.E.I. INVESTMENTS Service code 28 · EIN 23-1707341 | Investment Management | $602,459 |
SPRUCEGROVE INVESTMENT MGMT1+ years Filed as: SPRUCEGROVE INVESTMENT MANAGEMENT Service code 28 · EIN 98-0399967 | Investment Management | $414,479 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 98-0202744 | Investment Management | $405,779 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO INVESTORS INC Service code 28 · EIN 13-4044521 | Investment Management | $393,526 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $389,070 |
TOCQUEVILLE ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3547557 | Investment Management | $383,364 |
CALAMOS ADVISORS LLC1+ years Service code 28 · EIN 20-1647533 | Investment Management | $345,579 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT, INC Service code 28 · EIN 13-2510833 | Investment Management | $342,780 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $846,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -0.73% | 3.11%-3.8pp | -0.81%+0.1pp | 3.11%-3.8pp |
| Employer contribution / active EE | $20,060 | $9,361+114.3% | $38,425-47.8% | $9,361+114.3% |
| Participant deferral / active EE | $85 | $375-77.4% | $315-73.1% | $375-77.4% |
| Admin fee / account holder | $0 | $0 | $15,697-100.0% | - |