Filed October 15, 2020 (most recent of 2 filings on file)
Total covered: 606 employees
| Provider | Service type | Compensation |
|---|---|---|
HARSCH INVESTMENT CORP4+ years Service code 28 · EIN 93-0402005 | Investment Management | $913,000 |
PORTFOLIO ADVISORS4+ years Service code 27 · EIN 98-0489077 | Advisory (Plan) | $323,868 |
BOSTON PARTNERS4+ years Filed as: BOSTON Service code 28 · EIN 04-2695240 | Investment Management | $245,575 |
MERCER4+ years Service code 28 · EIN 43-1359311 | Investment Management | $197,212 |
CANYON PARTNERS4+ years Service code 27 · EIN 95-4665514 | Advisory (Plan) | $185,885 |
AURELIUS1 year Service code 28 · EIN 33-1115695 | Investment Management | $164,276 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK & TRUST OPERATIONS Service code 19 · EIN 41-6370378 | Securities Custodian | $128,138 |
Filed as: STATE STREET BANK & TRUST CO Service code 27 · EIN 90-0337987 | Advisory (Plan) | $127,410 |
NORTHWEST PLAN SERVICES, INC.4+ years Filed as: NORTHWEST PLAN SERVICES Service code 13 · EIN 91-2090931 | Contract Administrator | $123,967 |
AMERICAN FUNDS4+ years Filed as: ANCHORAGE CAPITAL GROUP. LLC Service code 28 · EIN 20-0042271 | Investment Management | $116,373 |
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 | $96,277 | $32,284+198.2% | $74,549+29.1% | $68,904+39.7% |
| Participation rate | 94.3% | 58.1%+36.2pp | 69.1%+25.1pp | 74.1%+20.2pp |
| Annual return | -3.09% | -4.24%+1.1pp | 32.54%-35.6pp | 1.07%-4.2pp |
| Employer contribution / active EE | $6,376 | $782+715.5% | $1,961+225.1% | $2,540+151.0% |
| Participant deferral / active EE | $0 | $1,518-100.0% | $3,108-100.0% | $4,015-100.0% |
| Admin fee / account holder | $390 | $72+440.1% | $5,059-92.3% | $71+446.4% |