Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT2 years Filed as: KENNEDY CAPITAL MANAGEMENT INC. Service code 28 · EIN 43-1225960 | Investment Management | $91,570 |
ATIVO CAPITAL MANAGEMENT LLC2 years Service code 27 · EIN 38-3662028 | Advisory (Plan) | $65,453 |
C.S. MCKEE, L.P.2 years Filed as: C.S. MCKEE L.P. Service code 28 · EIN 25-1900687 | Investment Management | $62,323 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $54,331 |
WALTHAUSEN & CO., LLC1 year Service code 28 · EIN 26-0681507 | Investment Management | $27,374 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL INC. Service code 28 · EIN 31-1198068 | Investment Management | $26,307 |
JANUS HENDERSON2 years Filed as: HENDERSON GLOBAL INVESTORS Service code 28 · EIN 06-1217855 | Investment Management | $20,012 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC Service code 28 · EIN 13-2726734 | Investment Management | $12,865 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 3.25% | 15.61%-12.4pp | 20.73%-17.5pp | 53.27%-50.0pp |
| Employer contribution / active EE | $7,036 | $10,773-34.7% | $36,503-80.7% | $14,774-52.4% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |