Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,002,685 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $790,376 |
GARDNER RUSSO4 years Filed as: GARDNER RUSSO & QUINN LLC Service code 28 · EIN 23-2673088 | Investment Management | $587,779 |
CONIFER FUND SERVICES5 years Service code 18 · EIN 27-0816238 | Custodial (other than securities); In... | $330,169 |
ROBECO INVESTMENT MANAGEMENT3 years Filed as: BOSTON PARTNER GLOBAL (ROBECO) Service code 28 · EIN 98-0202744 | Investment Management | $94,118 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $61,863 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $55,256 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 10.28% | 8.85%+1.4pp | 9.82%+0.5pp | 8.85%+1.4pp |
| Employer contribution / active EE | $2,461 | $8,529-71.1% | $30,322-91.9% | $8,529-71.1% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |