Filed October 15, 2020 (most recent of 2 filings on file)
Total covered: 606 employees
| Provider | Service type | Compensation |
|---|---|---|
HARSCH INVESTMENT CORP2+ years Service code 28 · EIN 93-0402005 | Investment Management | $931,313 |
ROCKWOOD CAPITAL2+ years Service code 28 · EIN 04-6902177 | Investment Management | $457,095 |
OCH-ZIFF CAPITAL MANAGEMENT2+ years Service code 28 · EIN 26-0354783 | Investment Management | $182,712 |
BOSTON PARTNERS2+ years Filed as: BOSTON Service code 10 · EIN 04-2695240 | Accounting | $160,886 |
NORTHWEST PLAN SERVICES, INC.2+ years Filed as: NORTHWEST PLAN SERVICES Service code 13 · EIN 91-2090931 | Contract Administrator | $157,424 |
CANYON PARTNERS2+ years Service code 27 · EIN 95-4665514 | Advisory (Plan) | $153,640 |
AMERICAN FUNDS2+ years Filed as: ANCHORAGE CAPITAL GROUP. LLC Service code 28 · EIN 20-0042271 | Investment Management | $141,657 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK & TRUST OPERATIONS Service code 19 · EIN 41-6370378 | Securities Custodian | $122,716 |
COLUMBIA2+ years Service code 28 · EIN 93-0577450 | Investment Management | $110,025 |
GREAT HILLS PARTNERS2+ years Service code 28 · EIN 04-3436577 | Investment Management | $103,617 |
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 | $96,515 | $31,036+211.0% | $71,793+34.4% | $65,292+47.8% |
| Participation rate | 99.7% | 56.1%+43.7pp | 69.1%+30.6pp | 72.4%+27.3pp |
| Annual return | 5.94% | 8.62%-2.7pp | 78.04%-72.1pp | 11.84%-5.9pp |
| Employer contribution / active EE | $5,689 | $662+759.0% | $1,924+195.6% | $2,302+147.2% |
| Participant deferral / active EE | $0 | $1,336-100.0% | $2,794-100.0% | $3,579-100.0% |
| Admin fee / account holder | $419 | $65+545.4% | $4,815-91.3% | $57+630.3% |