Filed December 10, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST8+ years Service code 21 · EIN 23-1669823 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Bank Trustee | $70,586 |
CONRAD SIEGEL6 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $22,521 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON ADVISORS INC Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: AMG FUNDS LLC Service code 28 600 STEAMBOAT ROAD · NORWALK, CT 06830 | Investment Management | $0 |
ARTISAN PARTNERS3 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
BAILLIE GIFFORD OVERSEAS LTD3 years Filed as: BAILLIE GIFFORD FUND SERVICES LLC Service code 28 780 THIRD AVE, 43RD FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
BLACKROCK8+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COLUMBIA2 years Filed as: COLUMBIA MGMT INVESTMENT ADVISERS, Service code 28 50606 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740506 | Investment Management | $0 |
DIAMOND HILL5 years Filed as: DIAMOND HILL CAPITAL INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
DIAMOND HILL8+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -16.39% | -12.85%-3.5pp | -3.21%-13.2pp | -5.25%-11.1pp |
| Employer contribution / active EE | $0 | $16,520-100.0% | $46,051-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |