Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $50,922 |
KENNEDY CAPITAL MANAGEMENT6 years Filed as: KENNEDY CAPITAL MANAGEMENT INC. Service code 28 · EIN 43-1225960 | Investment Management | $21,189 |
ATIVO CAPITAL MANAGEMENT LLC6 years Service code 27 · EIN 38-3662028 | Advisory (Plan) | $16,723 |
RIDGEWORTH3 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $14,739 |
CSM&D1 year Filed as: CSM ADVISORS, LLC Service code 27 · EIN 84-3346426 | Advisory (Plan) | $7,029 |
WALTHAUSEN & CO., LLC5 years Service code 28 · EIN 26-0681507 | Investment Management | $5,236 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | -14.90% | 17.94%-32.8pp | 32.33%-47.2pp | 37.74%-52.6pp |
| Employer contribution / active EE | $0 | $10,320-100.0% | $33,956-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |