Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST CO. NA Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $477,089 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $398,640 |
GARDNER RUSSO3+ years Service code 28 · EIN 23-2673088 | Investment Management | $314,890 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT GLOBAL Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $226,945 |
BENETEMPS, INC.3+ years Service code 35 · EIN 02-0452407 | Employee (plan sponsor) | $163,060 |
CONIFER FUND SERVICES1 year Filed as: CONIFIER FUND SERVICES Service code 18 · EIN 27-0816238 | Investment management; Custodial (oth... | $115,883 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON (STANDISH) Service code 28 · EIN 25-1890416 | Investment Management | $83,260 |
ROBECO INVESTMENT MANAGEMENT3+ years Service code 28 · EIN 98-0202744 | Investment Management | $58,318 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $29,584 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.80% | 14.80%-1.0pp | 10.16%+3.6pp | 16.32%-2.5pp |
| Employer contribution / active EE | $2,605 | $5,344-51.3% | $33,192-92.2% | $12,766-79.6% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |