Filed December 10, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST6+ years Service code 21 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Bank Trustee | $60,556 |
CONRAD SIEGEL4 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $22,419 |
AMERICAN FUNDS1 year Filed as: AMG FUNDS LLC Service code 28 600 STEAMBOAT ROAD · NORWALK, CT 06830 | Investment Management | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
Filed as: BAILLIE GIFFORD FUND SERVICES LLC Service code 28 780 THIRD AVE, 43RD FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
BLACKROCK6+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
CAMBIAR INVESTORS LLC5 years Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INVESTMENTS LLC Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON4 years Filed as: CLEARBRIDGE, LLC Service code 28 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $0 |
DIAMOND HILL3 years Filed as: DIAMOND HILL CAPITAL INC Service code 28 · EIN 31-6547095 | 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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 14.91% | 9.55%+5.4pp | 9.52%+5.4pp | 9.29%+5.6pp |
| Employer contribution / active EE | $51,724 | $20,722+149.6% | $41,951+23.3% | $15,168+241.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |