Filed October 15, 2020 (most recent of 2 filings on file)
Total covered: 606 employees
| Provider | Service type | Compensation |
|---|---|---|
HARSCH INVESTMENT CORP3+ years Service code 28 · EIN 93-0402005 | Investment Management | $898,210 |
ROCKWOOD CAPITAL3+ years Service code 28 · EIN 04-6902177 | Investment Management | $283,155 |
PORTFOLIO ADVISORS3+ years Service code 27 · EIN 98-0489077 | Advisory (Plan) | $243,792 |
BOSTON PARTNERS3+ years Filed as: BOSTON Service code 28 · EIN 04-2695240 | Investment Management | $197,565 |
CANYON PARTNERS3+ years Service code 27 · EIN 95-4665514 | Advisory (Plan) | $164,598 |
AMERICAN FUNDS3+ years Filed as: ANCHORAGE CAPITAL GROUP. LLC Service code 28 · EIN 20-0042271 | Investment Management | $133,346 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK & TRUST OPERATIONS Service code 19 · EIN 41-6370378 | Securities Custodian | $129,248 |
COLUMBIA3+ years Service code 28 · EIN 93-0577450 | Investment Management | $120,034 |
NORTHWEST PLAN SERVICES, INC.3+ years Filed as: NORTHWEST PLAN SERVICES Service code 13 · EIN 91-2090931 | Contract Administrator | $115,664 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $107,290 |
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 | $106,390 | $37,026+187.3% | $78,775+35.1% | $177,276-40.0% |
| Participation rate | 89.8% | 54.2%+35.5pp | 69.2%+20.6pp | 74.8%+14.9pp |
| Annual return | 14.92% | 16.20%-1.3pp | 35.62%-20.7pp | 21.25%-6.3pp |
| Employer contribution / active EE | $5,951 | $730+715.0% | $1,986+199.7% | $2,479+140.1% |
| Participant deferral / active EE | $0 | $1,412-100.0% | $2,958-100.0% | $3,881-100.0% |
| Admin fee / account holder | $399 | $77+421.5% | $5,132-92.2% | $154+158.9% |