Filed December 10, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1+ years Service code 21 · EIN 51-0099033 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Bank Trustee | $33,549 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $16,100 |
AQR CAPITAL MANAGEMENT LLC1+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 TWO GREENWICH PLAZA, 3RD FLOOR · GREENWICH, CT 06830 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
BLACKSTONE1+ years Service code 28 345 PARK AVENUE, 31ST FLOOR · NEW YORK, NY 10154 | Investment Management | $0 |
DIAMOND HILL1+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
FEDERATED1+ years Filed as: FEDERATED EQUITY MGMT CO. OF PENN Service code 28 · EIN 25-1111467 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 200 CRESENT COURT · DALLAS, TX 75240 | Investment Management | $0 |
LSV ASSET MANAGEMENT1+ years Service code 28 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $0 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | 0.16% | -0.83%+1.0pp | -0.81%+1.0pp | -7.14%+7.3pp |
| Employer contribution / active EE | $12,295 | $16,035-23.3% | $38,425-68.0% | $14,613-15.9% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |