Filed June 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS1 year Service code 28 · EIN 27-1003080 | Investment Management | $513,171 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 11 · EIN 04-2530412 | Actuarial | $306,737 |
PERELLA WEINBERG PARTNERS9 years Service code 28 · EIN 20-8547180 | Investment Management | $202,744 |
THE BANK OF NEW YORK MELLON10+ years Filed as: THE BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $167,069 |
SANDERS CAPITAL, LLC8 years Filed as: SANDERS CAPITAL LLC Service code 28 · EIN 27-0705845 | Investment Management | $15,714 |
VULCAN VALUE PARTNERS3 years Service code 28 · EIN 39-2051712 | Investment Management | $15,284 |
GOLDMAN SACHS2 years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 28 · EIN 83-0473650 | Investment Management | $9,889 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | -0.57% | 8.01%-8.6pp | 8.34%-8.9pp | 7.65%-8.2pp |
| Employer contribution / active EE | $10,115 | $20,177-49.9% | $30,790-67.1% | $20,582-50.9% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |