Filed December 10, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST3+ years Service code 21 · EIN 51-0099033 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Bank Trustee | $47,837 |
CONRAD SIEGEL1 year Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $24,680 |
Service code 28 TWO GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $0 |
BLACKROCK3+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
CAMBIAR INVESTORS LLC2 years Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE, LLC Service code 28 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $0 |
DIAMOND HILL3+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
FEDERATED2 years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 21 · EIN 25-1111467 | Bank Trustee | $0 |
LSV ASSET MANAGEMENT3+ years Service code 28 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | 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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 15.85% | 11.16%+4.7pp | 10.36%+5.5pp | 10.41%+5.4pp |
| Employer contribution / active EE | $11,936 | $16,610-28.1% | $37,738-68.4% | $14,691-18.8% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |