Filed October 15, 2020 (most recent of 2 filings on file)
Total covered: 606 employees
| Provider | Service type | Compensation |
|---|---|---|
HARSCH INVESTMENT CORP8+ years Service code 28 · EIN 93-0402005 | Investment Management | $910,813 |
MERCER8+ years Service code 28 · EIN 43-1359311 | Investment Management | $751,638 |
AURELIUS5 years Service code 28 · EIN 33-1115695 | Investment Management | $157,217 |
PRISA6 years Filed as: PRISA, LP Service code 28 · EIN 46-1242933 | Investment Management | $157,204 |
PORTFOLIO ADVISORS8+ years Service code 27 · EIN 98-0489077 | Advisory (Plan) | $156,300 |
NWPS2 years Service code 13 · EIN 91-2090931 | Contract Administrator | $142,354 |
NEUBERGER BERMAN8+ years Service code 28 · EIN 34-2049022 | Investment Management | $121,583 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO BANK & TRUST OPERATIONS Service code 19 · EIN 41-6370378 | Securities Custodian | $120,041 |
CANYON PARTNERS8+ years Service code 27 · EIN 95-4665514 | Advisory (Plan) | $119,751 |
RESOURCE CAPITAL FUND, LP6 years Service code 28 · EIN 98-1091392 | Investment Management | $112,922 |
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 | $94,232 | $39,166+140.6% | $79,591+18.4% | $78,104+20.6% |
| Participation rate | 97.1% | 57.3%+39.8pp | 69.5%+27.7pp | 74.5%+22.6pp |
| Annual return | -7.83% | -9.39%+1.6pp | 0.18%-8.0pp | 10.90%-18.7pp |
| Employer contribution / active EE | $7,474 | $1,019+633.6% | $2,413+209.7% | $3,128+139.0% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $3,986-100.0% | $5,089-100.0% |
| Admin fee / account holder | $339 | $67+404.6% | $6,815-95.0% | $79+328.7% |