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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 20-4056745 | Recordkeeping and information managem... | $1,872,000 |
SEI INVESTMENTS2+ years Filed as: S.E.I. INVESTMENTS Service code 28 · EIN 23-1707341 | Investment Management | $1,597,206 |
CLINTON UNION LEAGUE LLC1 year Service code 28 · EIN 45-5122562 | Investment Management | $604,454 |
SPRUCEGROVE INVESTMENT MGMT2+ years Filed as: SPRUCEGROVE INVESTMENT MANAGEMENT Service code 28 · EIN 98-0399967 | Investment Management | $474,798 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $432,510 |
SOUNDPOINT CAPITAL2+ years Service code 27 · EIN 26-2742458 | Advisory (Plan) | $409,994 |
TOCQUEVILLE ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3547557 | Investment Management | $408,985 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT, INC Service code 28 · EIN 13-2510833 | Investment Management | $373,384 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $372,163 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO INVESTORS INC Service code 28 · EIN 13-4044521 | Investment Management | $291,941 |
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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 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 7.26% | 7.44%-0.2pp | 4.74%+2.5pp | 5.86%+1.4pp |
| Employer contribution / active EE | $13,607 | $12,240+11.2% | $36,089-62.3% | $10,137+34.2% |
| Participant deferral / active EE | $76 | $760% | $59+30.3% | $492-84.5% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |