Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KENNEDY CAPITAL MANAGEMENT INC. Service code 28 · EIN 43-1225960 | Investment Management | $97,413 |
Service code 27 · EIN 38-3662028 | Advisory (Plan) | $56,753 |
C.S. MCKEE, L.P.1 year Filed as: C.S. MCKEE L.P. Service code 28 · EIN 25-1900687 | Investment Management | $49,681 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $48,589 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC. Service code 28 · EIN 31-1198068 | Investment Management | $44,075 |
WALTHAUSEN & CO., LLC1 year Filed as: WALTHAUSEN & CO. Service code 28 · EIN 26-0681507 | Investment Management | $26,821 |
JANUS HENDERSON1 year Filed as: HENDERSON GLOBAL INVESTORS Service code 28 · EIN 06-1217855 | Investment Management | $16,665 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | 12.40% | -2.48%+14.9pp | -102.04%+114.4pp | 0.19%+12.2pp |
| Employer contribution / active EE | $9,023 | $7,648+18.0% | $36,232-75.1% | $13,763-34.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |