Filed October 15, 2020 (most recent of 2 filings on file)
Total covered: 606 employees
| Provider | Service type | Compensation |
|---|---|---|
HARSCH INVESTMENT CORP5+ years Service code 28 · EIN 93-0402005 | Investment Management | $838,192 |
PORTFOLIO ADVISORS5+ years Service code 27 · EIN 98-0489077 | Advisory (Plan) | $280,954 |
CANYON PARTNERS5+ years Service code 27 · EIN 95-4665514 | Advisory (Plan) | $191,703 |
AURELIUS2 years Service code 28 · EIN 33-1115695 | Investment Management | $172,189 |
NORTHWEST PLAN SERVICES, INC.5+ years Filed as: NORTHWEST PLAN SERVICES Service code 13 · EIN 91-2090931 | Contract Administrator | $155,509 |
PRISA3 years Filed as: PRISA, LP Service code 28 · EIN 46-1242933 | Investment Management | $126,595 |
AMERICAN FUNDS5+ years Filed as: ANCHORAGE CAPITAL GROUP. LLC Service code 28 · EIN 20-0042271 | Investment Management | $124,971 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO Service code 27 · EIN 90-0337987 | Advisory (Plan) | $116,960 |
NEUBERGER BERMAN5+ years Service code 28 · EIN 34-2049022 | Investment Management | $116,000 |
RESOURCE CAPITAL FUND, LP3 years Service code 28 · EIN 98-1091392 | Investment Management | $113,685 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,863 | $41,410+158.1% | $84,029+27.2% | $82,204+30.0% |
| Participation rate | 94.2% | 57.6%+36.6pp | 69.0%+25.2pp | 73.4%+20.8pp |
| Annual return | 15.93% | 21.09%-5.2pp | 71.32%-55.4pp | 26.31%-10.4pp |
| Employer contribution / active EE | $6,604 | $833+692.5% | $1,984+232.9% | $2,707+143.9% |
| Participant deferral / active EE | $0 | $1,628-100.0% | $3,239-100.0% | $4,246-100.0% |
| Admin fee / account holder | $382 | $89+330.4% | $6,102-93.7% | $76+405.4% |