Filed January 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BURGUNDY ASSET MANAGEMENT LTD3+ years Service code 28 · EIN 98-6054306 | Investment Management | $240,529 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2755549 | Investment Management | $139,576 |
FISHER INVESTMENTS3+ years Service code 28 · EIN 20-2480800 | Investment Management | $125,727 |
COMERICA BANK1 year Filed as: COMMERICA BANK Service code 51 1717 MAIN ST · DALLAS, TX 75201 | Investment Mgmt Fees | $78,745 |
Filed as: STATE STREET BANK AND TRUST Service code 10 · EIN 04-2769210 | Accounting | $30,646 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $10,205 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 134.18% | 16.52%+117.7pp | 14.20%+120.0pp | 17.84%+116.3pp |
| Employer contribution / active EE | $0 | $13,798-100.0% | $27,968-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |