Filed December 10, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST5+ years Service code 21 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Bank Trustee | $49,020 |
CONRAD SIEGEL3 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $26,790 |
BLACKROCK5+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
CAMBIAR INVESTORS LLC4 years Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS LLC Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE, LLC Service code 28 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $0 |
DIAMOND HILL2 years Filed as: DIAMOND HILL CAPITAL INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
DIAMOND HILL5+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FEDERATED4 years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 | 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.
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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 20.59% | 12.98%+7.6pp | 14.64%+6.0pp | 13.59%+7.0pp |
| Employer contribution / active EE | $27,027 | $16,363+65.2% | $41,831-35.4% | $14,592+85.2% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |