Filed January 18, 2021 (most recent of 4 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $545,088 |
SIT INVESTMENT ASSOCIATES10+ years Service code 28 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $335,945 |
AMERICAN FUNDS10+ years Filed as: SPEECE THORSON CAPITAL Service code 28 225 S 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $219,381 |
NUVEEN10+ years Filed as: NUVEEN SECURITIES LLC Service code 28 901 S. MARQUETTE AVENUE · MINNEAPOLIS, MN 55402 | Investment Management | $173,145 |
CONNING, INC.6 years Filed as: CONNING Service code 28 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Investment Management | $168,180 |
US BANK1 year Service code 15 · EIN 41-6271270 | Recordkeeping | $87,433 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 9440 S SANTA MONICA BLVD 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $71,274 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: RBC GLOBAL Service code 28 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $14,594 |
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Employer contribution per participant 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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 7.29% | 5.34%+1.9pp | 9.17%-1.9pp | 9.30%-2.0pp |
| Employer contribution / active EE | $12 | $9,329-99.9% | $40,523-100.0% | $12,551-99.9% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |