Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $593,331 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST CO. NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $445,881 |
GARDNER RUSSO4+ years Service code 28 · EIN 23-2673088 | Investment Management | $323,327 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT GLOBAL Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $187,440 |
CONIFER FUND SERVICES2 years Filed as: CONIFIER FUND SERVICES Service code 18 · EIN 27-0816238 | Investment management; Custodial (oth... | $137,360 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL (ROBECO) Service code 28 · EIN 98-0202744 | Investment Management | $64,709 |
BENETEMPS, INC.4+ years Service code 35 · EIN 02-0452407 | Employee (plan sponsor) | $63,506 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON (STANDISH) Service code 28 · EIN 25-1890416 | Investment Management | $32,732 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $27,000 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Investment management; Custodial (oth... | $23,354 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -2.29% | 16.96%-19.3pp | -102.04%+99.8pp | 73.13%-75.4pp |
| Employer contribution / active EE | $4,274 | $5,316-19.6% | $36,232-88.2% | $8,421-49.2% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |