Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $679,282 |
GARDNER RUSSO3 years Filed as: GARDNER RUSSO & QUINN LLC Service code 28 · EIN 23-2673088 | Investment Management | $520,580 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST CO. NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $323,083 |
CONIFER FUND SERVICES4 years Service code 18 · EIN 27-0816238 | Investment management; Custodial (oth... | $297,265 |
ROBECO INVESTMENT MANAGEMENT2 years Filed as: BOSTON PARTNER GLOBAL (ROBECO) Service code 28 · EIN 98-0202744 | Investment Management | $81,440 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $59,430 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $58,085 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Investment management; Custodial (oth... | $50,000 |
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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 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 11.63% | 13.18%-1.5pp | 32.33%-20.7pp | 13.18%-1.5pp |
| Employer contribution / active EE | $2,569 | $8,469-69.7% | $33,964-92.4% | $8,469-69.7% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |