Filed December 10, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST10+ years Service code 21 · EIN 23-1669823 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Bank Trustee | $92,158 |
CONRAD SIEGEL8 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $32,089 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON ADVISORS INC Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS5 years Filed as: AMG FUNDS LLC Service code 28 ONE STAMFORD PLAZA 263 TRESSER BLVD · STAMFORD, CT 06901 | Investment Management | $0 |
ARTISAN PARTNERS5 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
BAILLIE GIFFORD OVERSEAS LTD2 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 | Investment Management | $0 |
BLACKROCK10+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COLUMBIA4 years Filed as: COLUMBIA MGMT INVESTMENT ADVISERS, Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: CULLEN CAPITAL MANAGEMENT, LLC Service code 28 645 FIFTH AVE · NEW YORK, NY 10022 | Investment Management | $0 |
Filed as: METROPOLITAN WEST ASSET MANAGEMENT, Service code 28 · EIN 95-4597302 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $325,553-100.0% | $325,553-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.7%-43.7pp |
| Annual return | 13.19% | 9.15%+4.0pp | 9.17%+4.0pp | 13.05%+0.1pp |
| Employer contribution / active EE | $0 | $46,886-100.0% | $40,523-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |