Filed October 15, 2020 (most recent of 2 filings on file)
Total covered: 606 employees
| Provider | Service type | Compensation |
|---|---|---|
HARSCH INVESTMENT CORP1+ years Service code 28 · EIN 93-0402005 | Investment Management | $975,259 |
ROCKWOOD CAPITAL1+ years Service code 28 · EIN 04-6902177 | Investment Management | $572,723 |
WYSE INVESTMENT SERVICES CO1+ years Service code 49 · EIN 93-0970521 | Other Services | $231,789 |
OCH-ZIFF CAPITAL MANAGEMENT1+ years Service code 28 · EIN 26-0354783 | Investment Management | $196,914 |
NORTHWEST PLAN SERVICES, INC.1+ years Filed as: NORTHWEST PLAN SERVICES Service code 13 · EIN 91-2090931 | Contract Administrator | $157,848 |
CANYON PARTNERS1+ years Service code 27 · EIN 95-4665514 | Advisory (Plan) | $151,095 |
BOSTON PARTNERS1+ years Filed as: BOSTON Service code 10 · EIN 04-2695240 | Accounting | $145,390 |
AMERICAN FUNDS1+ years Filed as: ANCHORAGE CAPITAL GROUP. LLC Service code 28 · EIN 20-0042271 | Investment Management | $138,602 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK & TRUST OPERATIONS Service code 19 · EIN 41-6370378 | Securities Custodian | $132,302 |
GREAT HILLS PARTNERS1+ years Service code 28 · EIN 04-3436577 | Investment Management | $120,195 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,815 | $30,072+221.9% | $64,101+51.0% | $67,505+43.4% |
| Participation rate | 97.8% | 59.4%+38.5pp | 68.2%+29.7pp | 71.2%+26.6pp |
| Annual return | -0.60% | 0.30%-0.9pp | 791.27%-791.9pp | 6.52%-7.1pp |
| Employer contribution / active EE | $5,029 | $725+593.7% | $1,820+176.3% | $2,173+131.5% |
| Participant deferral / active EE | $0 | $1,453-100.0% | $2,822-100.0% | $3,597-100.0% |
| Admin fee / account holder | $479 | $62+670.1% | $4,499-89.3% | $56+753.8% |