Filed January 11, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BURGUNDY ASSET MANAGEMENT LTD1+ years Service code 28 · EIN 98-6054306 | Investment Management | $377,701 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-3029777 | Investment Management | $242,679 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $176,902 |
SPRUCEGROVE INVESTMENT MGMT1+ years Filed as: SPRUCEGROVE INVESTMENT MGMT,LTD Service code 28 · EIN 98-0399967 | Investment Management | $98,406 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK GLOBAL ADVISORS Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $50,063 |
MERCER1+ years Filed as: PAVILION ADVISORY GROUP Service code 16 · EIN 04-3831795 | Consulting | $5,694 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 0.75% | -0.13%+0.9pp | -1.10%+1.8pp | 1.67%-0.9pp |
| Employer contribution / active EE | $20,169 | $11,793+71.0% | $27,248-26.0% | $10,506+92.0% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |