Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $427,163 |
GARDNER RUSSO6+ years Service code 28 · EIN 23-2673088 | Investment Management | $357,134 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST CO. NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $296,535 |
CONIFER FUND SERVICES1 year Service code 18 · EIN 27-0816238 | Investment management; Custodial (oth... | $182,609 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $76,847 |
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLOBAL (ROBECO) Service code 28 · EIN 98-0202744 | Investment Management | $64,202 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $39,979 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $31,672 |
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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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 17.12% | 117.00%-99.9pp | 90.61%-73.5pp | 5230.06%-5212.9pp |
| Employer contribution / active EE | $2,944 | $5,915-50.2% | $32,730-91.0% | $10,491-71.9% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |