Filed January 18, 2021 (most recent of 4 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8+ years Filed as: SPEECE THORSON CAPITAL Service code 28 225 S 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $2,229,110 |
MERCER8+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 28 · EIN 30-0282430 | Investment Management | $428,616 |
SIT INVESTMENT ASSOCIATES8+ years Service code 28 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $314,065 |
NUVEEN8+ years Filed as: NUVEEN SECURITIES LLC Service code 28 901 S. MARQUETTE AVENUE · MINNEAPOLIS, MN 55402 | Investment Management | $154,367 |
CONNING, INC.4 years Filed as: CONNING Service code 28 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Investment Management | $113,103 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 9440 S SANTA MONICA BLVD 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $69,301 |
RBC GLOBAL ASSET MANAGEMENT8+ years Filed as: RBC GLOBAL Service code 28 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $19,674 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -21.76% | -6.02%-15.7pp | -3.21%-18.5pp | 23.41%-45.2pp |
| Employer contribution / active EE | $31,384 | $11,241+179.2% | $46,051-31.9% | $12,650+148.1% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |