Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT3 years Filed as: KENNEDY CAPITAL MANAGEMENT INC. Service code 28 · EIN 43-1225960 | Investment Management | $88,938 |
ATIVO CAPITAL MANAGEMENT LLC3 years Service code 27 · EIN 38-3662028 | Advisory (Plan) | $65,007 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $61,768 |
FIERA CAPITAL3 years Filed as: FIERA CAPITAL INC. Service code 28 · EIN 31-1198068 | Investment Management | $54,510 |
C.S. MCKEE, L.P.3 years Filed as: C.S. MCKEE L.P. Service code 28 · EIN 25-1900687 | Investment Management | $52,651 |
WALTHAUSEN & CO., LLC2 years Service code 28 · EIN 26-0681507 | Investment Management | $27,003 |
JANUS HENDERSON3 years Filed as: HENDERSON GLOBAL INVESTORS Service code 28 · EIN 06-1217855 | Investment Management | $21,677 |
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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 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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 5.26% | 10.64%-5.4pp | 90.61%-85.4pp | 11.45%-6.2pp |
| Employer contribution / active EE | $5,803 | $11,339-48.8% | $32,730-82.3% | $17,219-66.3% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |