Filed December 10, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST4+ years Service code 21 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Bank Trustee | $52,625 |
CONRAD SIEGEL2 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $18,746 |
BLACKROCK4+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
CAMBIAR INVESTORS LLC3 years Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE INVESTMENTS LLC Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE, LLC Service code 28 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $0 |
DIAMOND HILL1 year Filed as: DIAMOND HILL CAPITAL INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
DIAMOND HILL4+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTMENT COMPANY Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FEDERATED3 years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 | Investment Management | $0 |
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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 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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -6.13% | -1.56%-4.6pp | -2.18%-3.9pp | 10.56%-16.7pp |
| Employer contribution / active EE | $20,270 | $15,244+33.0% | $38,751-47.7% | $13,643+48.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |