Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
| Provider | Service type | Compensation |
|---|---|---|
DONALD TAYLOR2+ years Filed as: DONALD SMITH & COMPANY Service code 28 · EIN 13-2807845 | Investment Management | $328,907 |
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4169008 | Investment Management | $327,879 |
FIRST MANHATTAN CO.2+ years Filed as: FIRST MANHATTAN COMPANY Service code 28 · EIN 13-1957714 | Investment Management | $248,527 |
Filed as: JENSEN INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0978027 | Investment Management | $205,417 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $174,477 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $155,098 |
Filed as: PRUDENTIAL RETIREMENT AND INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $153,401 |
SPRUCEGROVE INVESTMENT MGMT2+ years Filed as: SPRUCEGROVE INVESTMENT MANAGEMENT Service code 28 · EIN 11-6453953 | Investment Management | $57,189 |
Filed as: AXIOM INTERNATIONAL INVESTORS, LLC Service code 28 · EIN 13-4021938 | Investment Management | $49,568 |
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 | $0 | $127,144-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 0.0%0pp |
| Annual return | 13.17% | 17.84%-4.7pp | 9.35%+3.8pp | 17.84%-4.7pp |
| Employer contribution / active EE | $6,889 | $14,688-53.1% | $25,504-73.0% | $14,688-53.1% |
| Participant deferral / active EE | $0 | $770-100.0% | $1,066-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,049-100.0% | - |