Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $536,041 |
GARDNER RUSSO5+ years Service code 28 · EIN 23-2673088 | Investment Management | $378,759 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST CO. NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $293,627 |
CONIFER FUND SERVICES3 years Filed as: CONIFIER FUND SERVICES Service code 18 · EIN 27-0816238 | Investment management; Custodial (oth... | $159,183 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $80,984 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL (ROBECO) Service code 28 · EIN 98-0202744 | Investment Management | $64,628 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $39,433 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $30,234 |
BENETEMPS, INC.5+ years Service code 35 · EIN 02-0452407 | Employee (plan sponsor) | $7,176 |
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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 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 14.79% | 1023.85%-1009.1pp | 20.73%-5.9pp | 1023.85%-1009.1pp |
| Employer contribution / active EE | $2,916 | $11,605-74.9% | $36,503-92.0% | $11,605-74.9% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |