Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
ATIVO CAPITAL MANAGEMENT LLC4 years Service code 27 · EIN 38-3662028 | Advisory (Plan) | $89,089 |
KENNEDY CAPITAL MANAGEMENT4 years Filed as: KENNEDY CAPITAL MANAGEMENT INC. Service code 28 · EIN 43-1225960 | Investment Management | $86,918 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $65,490 |
C.S. MCKEE, L.P.4 years Filed as: C.S. MCKEE L.P. Service code 28 · EIN 25-1900687 | Investment Management | $54,641 |
RIDGEWORTH1 year Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $53,522 |
FIERA CAPITAL4 years Filed as: FIERA CAPITAL INC. Service code 28 · EIN 31-1198068 | Investment Management | $26,201 |
WALTHAUSEN & CO., LLC3 years Service code 28 · EIN 26-0681507 | Investment Management | $23,013 |
JANUS HENDERSON4 years Filed as: HENDERSON GLOBAL INVESTORS Service code 28 · EIN 06-1217855 | Investment Management | $5,350 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 20.78% | 9.72%+11.1pp | 10.75%+10.0pp | 13.24%+7.5pp |
| Employer contribution / active EE | $4,963 | $10,988-54.8% | $35,162-85.9% | $14,616-66.0% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |