Filed December 10, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2+ years Service code 21 · EIN 51-0099033 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Bank Trustee | $45,076 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $17,517 |
Filed as: ABSOLUTE INVESTMENT ADVISERS LLC Service code 28 18 SHIPYARD DRIVE, SUITE 3C · HINGHAM, MA 02043 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKSTONE1 year Filed as: BLACKSTONE ALTERNATIVE INVESTMENT A Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
CAMBIAR INVESTORS LLC1 year Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
DIAMOND HILL2+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
GATEWAY ADVISORY, LLC1 year Filed as: GATEWAY INVESTMENT ADVISERS, LLC Service code 28 312 WALNUT ST · CINCINNATI, OH 45202 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | 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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 6.04% | 5.68%+0.4pp | 4.74%+1.3pp | 4.56%+1.5pp |
| Employer contribution / active EE | $20,557 | $16,243+26.6% | $36,089-43.0% | $15,526+32.4% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |