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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 20-4056745 | Recordkeeping and information managem... | $1,982,000 |
SEI INVESTMENTS3+ years Filed as: S.E.I. INVESTMENTS Service code 28 · EIN 23-1707341 | Investment Management | $772,146 |
GAMCO ASSET MANAGEMENT3+ years Filed as: GAMCO INVESTORS INC Service code 28 · EIN 13-4044521 | Investment Management | $576,050 |
EVERCORE TRUST COMPANY2 years Service code 28 · EIN 26-4691954 | Investment Management | $524,194 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 | Investment Management | $497,870 |
TOCQUEVILLE ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3547557 | Investment Management | $462,953 |
SPRUCEGROVE INVESTMENT MGMT3+ years Filed as: SPRUCEGROVE INVESTMENT MANAGEMENT Service code 28 · EIN 98-0399967 | Investment Management | $444,272 |
ALGER3+ years Filed as: FRED ALGER MANAGEMENT, INC Service code 28 · EIN 13-2510833 | Investment Management | $424,334 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3257590 | Investment Management | $424,048 |
CLINTON UNION LEAGUE LLC2 years Service code 28 · EIN 45-5122562 | Investment Management | $316,207 |
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.72% | 20.78%-7.1pp | 10.36%+3.4pp | 16.32%-2.6pp |
| Employer contribution / active EE | $14,079 | $15,647-10.0% | $37,738-62.7% | $12,766+10.3% |
| Participant deferral / active EE | $71 | $179-60.5% | $137-48.4% | $800-91.2% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |