Filed January 18, 2021 (most recent of 4 filings on file)
Total covered: 16 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 28 · EIN 30-0282430 | Investment Management | $463,959 |
SIT INVESTMENT ASSOCIATES6+ years Service code 28 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $319,749 |
NUVEEN6+ years Filed as: NUVEEN SECURITIES LLC Service code 28 901 S. MARQUETTE AVENUE · MINNEAPOLIS, MN 55402 | Investment Management | $293,216 |
AMERICAN FUNDS6+ years Filed as: SPEECE THORSON CAPITAL Service code 28 225 S 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $194,298 |
CONNING, INC.2 years Filed as: CONNING Service code 28 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Investment Management | $114,408 |
RBC GLOBAL ASSET MANAGEMENT6+ years Filed as: RBC GLOBAL Service code 28 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $52,519 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 15.21% | 9.48%+5.7pp | 9.52%+5.7pp | 12.86%+2.3pp |
| Employer contribution / active EE | $20,435 | $12,808+59.5% | $41,951-51.3% | $13,687+49.3% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |