Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
| Provider | Service type | Compensation |
|---|---|---|
DONALD TAYLOR1+ years Filed as: DONALD SMITH & COMPANY Service code 28 · EIN 13-2807845 | Investment Management | $292,889 |
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4169008 | Investment Management | $290,419 |
FIRST MANHATTAN CO.1+ years Filed as: FIRST MANHATTAN COMPANY Service code 28 · EIN 13-1957714 | Investment Management | $278,454 |
Filed as: PRUDENTIAL RETIREMENT AND INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $253,714 |
Filed as: JENSEN INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0978027 | Investment Management | $183,325 |
Filed as: AXIOM INTERNATIONAL INVESTORS, LLC Service code 28 · EIN 13-4021938 | Investment Management | $179,430 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $105,062 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $92,902 |
SPRUCEGROVE INVESTMENT MGMT1+ years Filed as: SPRUCEGROVE INVESTMENT MANAGEMENT Service code 28 · EIN 11-6453953 | Investment Management | $72,732 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $33,081 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $110,523-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.6%-47.6pp | 0.0%0pp |
| Annual return | -2.33% | 9.19%-11.5pp | 1.69%-4.0pp | 9.19%-11.5pp |
| Employer contribution / active EE | $6,545 | $12,608-48.1% | $24,295-73.1% | $12,608-48.1% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $1,031-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,392-100.0% | $2,655,710-100.0% |