Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE AGSF LLC1+ years Service code 28 · EIN 94-3339091 | Investment Management | $189,247 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MGMT. Service code 28 · EIN 05-0530199 | Investment Management | $104,307 |
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $59,118 |
RICHMOND CAPITAL MANAGEMENT1+ years Filed as: RICHMOND CAPITAL MGMT. Service code 28 · EIN 54-1288566 | Investment Management | $24,509 |
RIDGEWORTH1+ years Filed as: HENDERSON GENEVA CAPITAL MGMT. Service code 28 · EIN 06-1217855 | Investment Management | $23,345 |
CONESTOGA CAPITAL ADVISORS, LLC1+ years Service code 28 · EIN 23-3072906 | Investment Management | $23,278 |
GALLINA LLP1+ years Service code 10 · EIN 94-2147510 | Accounting | $16,750 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,040 |
LEN MCCANDLISS1+ years Service code 28 · EIN 55-4520548 | Investment Management | $10,000 |
DAVID JOSEPH ZUERCHER1+ years Service code 28 · EIN 45-5729777 | Investment Management | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,477 | $82,279-52.0% | $78,002-49.4% | $63,975-38.3% |
| Participation rate | 54.5% | 84.7%-30.1pp | 75.5%-21.0pp | 71.1%-16.6pp |
| Annual return | -1.50% | 11.20%-12.7pp | 425.99%-427.5pp | 48.65%-50.1pp |
| Employer contribution / active EE | $2,515 | $3,297-23.7% | $2,470+1.8% | $2,182+15.3% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $170 | $81+108.9% | $5,481-96.9% | $70+141.4% |