Filed January 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BURGUNDY ASSET MANAGEMENT LTD2+ years Service code 28 · EIN 98-6054306 | Investment Management | $270,723 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 94-3029777 | Investment Management | $245,273 |
SPRUCEGROVE INVESTMENT MGMT2+ years Filed as: SPRUCEGROVE INVESTMENT MGMT,LTD Service code 28 · EIN 98-0399967 | Investment Management | $204,521 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $188,497 |
Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $46,128 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 6.23% | 6.68%-0.4pp | 4.72%+1.5pp | 9.19%-3.0pp |
| Employer contribution / active EE | $35,896 | $25,873+38.7% | $30,821+16.5% | $12,608+184.7% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |