Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THOMAS WEISEL PARTNERS1+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $331,648 |
LORD ABBETT1+ years Filed as: LORD, ABBETT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $55,423 |
Filed as: THORNBERG INVESTMENT MANAGEMENT, IN Service code 28 · EIN 85-0301299 | Investment Management | $42,630 |
HARDING LOEVNER LP1+ years Filed as: HARDING, LOEVNER, MANAGEMENT LP Service code 28 · EIN 22-3010247 | Investment Management | $31,105 |
Filed as: MARTINGALE ASSET MANAGEMENT, LP Service code 28 · EIN 04-2956583 | Investment Management | $28,707 |
SUSTAINABLE GROWTH ADVISORS1+ years Filed as: SUSTAINABLE GROWTH ADVISERS, LP Service code 28 · EIN 05-0571266 | Investment Management | $19,546 |
KEELEY ASSET MANAGEMENT1+ years Filed as: KEELEY ASSET MANAGEMENT CORP Service code 28 · EIN 36-3160361 | Investment Management | $13,460 |
BRADY MARTZ & ASSOCIATES1+ years Filed as: BRADY MARTZ ASSOCIATES Service code 10 · EIN 45-0310328 | Accounting | $12,200 |
RIVERBRIDGE PARTNERS1+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 · EIN 41-1930193 | Investment Management | $9,226 |
MONTIBUS CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 20-5739739 | Investment Management | $5,859 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,151 | $112,315+148.5% | $81,367+243.1% | $55,191+405.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 82.3%+17.7pp | 69.2%+30.8pp |
| Annual return | 0.17% | 0.62%-0.4pp | -0.92%+1.1pp | 10.78%-10.6pp |
| Employer contribution / active EE | $12,413 | $4,239+192.8% | $3,930+215.9% | $1,899+553.8% |
| Participant deferral / active EE | $10 | $6,435-99.8% | $5,383-99.8% | $3,046-99.7% |
| Admin fee / account holder | $1,517 | $83+1720.5% | $8,926-83.0% | $91+1571.2% |