Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $452,377 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST CO. NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $368,224 |
GARDNER RUSSO1+ years Service code 28 · EIN 23-2673088 | Investment Management | $306,780 |
BOSTON CHILDREN'S HOSPITAL1+ years Service code 27 · EIN 04-2774441 | Advisory (Plan) | $251,033 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT GLOBAL Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $191,275 |
CONIFER FUND SERVICES1+ years Filed as: CONIFER FUND SERVICES LLC Service code 18 · EIN 27-0816238 | Investment management; Custodial (oth... | $113,131 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON (STANDISH) Service code 28 · EIN 25-6078093 | Investment Management | $102,925 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT, INC. Service code 28 · EIN 62-0951781 | Investment Management | $94,168 |
BENETEMPS, INC.1+ years Service code 35 · EIN 02-0452407 | Employee (plan sponsor) | $93,520 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $72,750 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.18% | 3.11%-5.3pp | -2.01%-0.2pp | 3.11%-5.3pp |
| Employer contribution / active EE | $2,569 | $9,361-72.6% | $34,453-92.5% | $9,361-72.6% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |