Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GARDNER RUSSO1 year Filed as: GARDNER RUSSO & QUINN LLC Service code 28 · EIN 23-2673088 | Investment Management | $475,733 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $311,493 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $277,428 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST CO. NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $212,610 |
CONIFER FUND SERVICES2 years Service code 18 · EIN 27-0816238 | Custodial (other than securities); In... | $209,929 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL (ROBECO) Service code 28 · EIN 98-0202744 | Investment Management | $72,187 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $45,348 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $31,571 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 12.50% | 45.95%-33.4pp | 10.75%+1.7pp | 19.39%-6.9pp |
| Employer contribution / active EE | $2,905 | $4,551-36.2% | $35,170-91.7% | $8,446-65.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |