Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
| Provider | Service type | Compensation |
|---|---|---|
SANDERSON ASSET MANAGEMENT3+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4169008 | Investment Management | $379,064 |
DONALD TAYLOR1 year Filed as: DONALD SMITH & CO INC. Service code 28 · EIN 13-2807845 | Investment Management | $340,094 |
Filed as: JENSEN INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0978027 | Investment Management | $265,933 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $214,352 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $196,328 |
Filed as: PRUDENTIAL RETIREMENT AND INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $144,445 |
Filed as: GENESIS INVESTMENT MANAGEMENT, LLP Service code 28 · EIN 98-0425770 | Investment Management | $116,053 |
FIRST MANHATTAN CO.1 year Service code 28 · EIN 13-1957714 | Investment Management | $110,697 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST SECURITIES, INC. Service code 33 · EIN 36-3608252 | Securities brokerage; Securities brok... | $88,533 |
CLSA SINGAPORE PTE LTD1 year Filed as: CLSA AMERICAS Service code 33 1301 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Securities brokerage commissions and ... | $6,715 |
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 | $21,578,776-100.0% | $110,792-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 58.3%-58.3pp | 0.0%0pp |
| Annual return | 6.48% | 33.37%-26.9pp | -0.33%+6.8pp | 33.37%-26.9pp |
| Employer contribution / active EE | $4,999 | $11,253-55.6% | $25,782-80.6% | $11,253-55.6% |
| Participant deferral / active EE | $0 | $819-100.0% | $928-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,824-100.0% | $99,113-100.0% |