Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST CO. NA Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $417,948 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $416,734 |
BOSTON CHILDREN'S HOSPITAL2+ years Service code 27 · EIN 04-2774441 | Advisory (Plan) | $261,180 |
GARDNER RUSSO2+ years Service code 28 · EIN 23-2673088 | Investment Management | $248,525 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT GLOBAL Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $193,705 |
BENETEMPS, INC.2+ years Service code 35 · EIN 02-0452407 | Employee (plan sponsor) | $127,006 |
CONIFER FUND SERVICES1 year Filed as: CONFIER FUND SERVICES LLC Service code 18 · EIN 27-0816238 | Investment management; Custodial (oth... | $108,322 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON (STANDISH) Service code 28 · EIN 25-1890416 | Investment Management | $79,117 |
ROBECO INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 98-0202744 | Investment Management | $52,617 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $32,947 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 7.29% | 10.84%-3.5pp | 5.00%+2.3pp | 5.86%+1.4pp |
| Employer contribution / active EE | $3,731 | $5,136-27.4% | $35,918-89.6% | $10,137-63.2% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |