Filed January 18, 2021 (most recent of 4 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $491,573 |
SIT INVESTMENT ASSOCIATES9+ years Service code 28 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $292,327 |
NUVEEN9+ years Filed as: NUVEEN SECURITIES LLC Service code 28 901 S. MARQUETTE AVENUE · MINNEAPOLIS, MN 55402 | Investment Management | $212,064 |
AMERICAN FUNDS9+ years Filed as: SPEECE THORSON CAPITAL Service code 28 225 S 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $208,250 |
CONNING, INC.5 years Filed as: CONNING Service code 28 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Investment Management | $151,725 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 9440 S SANTA MONICA BLVD 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $64,256 |
RBC GLOBAL ASSET MANAGEMENT9+ years Filed as: RBC GLOBAL Service code 28 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $14,931 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 13.20% | 8.84%+4.4pp | 12.68%+0.5pp | 9.11%+4.1pp |
| Employer contribution / active EE | $19,459 | $8,705+123.5% | $41,626-53.3% | $12,231+59.1% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |