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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 20-4056745 | Recordkeeping and information managem... | $2,047,000 |
SEI INVESTMENTS4+ years Filed as: S.E.I. INVESTMENTS Service code 28 · EIN 23-1707341 | Investment Management | $675,314 |
BOSTON PARTNERS3 years Service code 28 · EIN 98-0202744 | Investment Management | $561,646 |
GAMCO ASSET MANAGEMENT4+ years Filed as: GAMCO INVESTORS INC Service code 28 · EIN 13-4044521 | Investment Management | $533,539 |
TOCQUEVILLE ASSET MANAGEMENT4+ years Service code 28 · EIN 13-3547557 | Investment Management | $529,025 |
ALGER4+ years Filed as: FRED ALGER MANAGEMENT, INC Service code 28 · EIN 13-2510833 | Investment Management | $519,682 |
Service code 28 · EIN 13-3257590 | Investment Management | $501,568 |
SPRUCEGROVE INVESTMENT MGMT4+ years Filed as: SPRUCEGROVE INVESTMENT MANAGEMENT Service code 28 · EIN 98-0399967 | Investment Management | $366,986 |
STEVENS & LEE4+ years Service code 29 · EIN 23-1886296 | Legal | $319,214 |
SOUNDPOINT CAPITAL4+ years Service code 27 · EIN 26-2742458 | Advisory (Plan) | $285,015 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -5.39% | -1.92%-3.5pp | -2.18%-3.2pp | 73.13%-78.5pp |
| Employer contribution / active EE | $14,439 | $10,821+33.4% | $38,751-62.7% | $8,421+71.5% |
| Participant deferral / active EE | $73 | $182-60.2% | $151-51.9% | $293-75.2% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |