Filed June 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.2+ years Service code 11 · EIN 04-2530412 | Actuarial | $230,323 |
SEI INVESTMENTS2+ years Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 · EIN 13-2944656 | Investment Management | $92,082 |
Service code 28 · EIN 20-8547180 | Investment Management | $69,095 |
THE BANK OF NEW YORK MELLON2+ years Filed as: THE BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $55,107 |
KALMAR INVESTMENTS2+ years Filed as: KALMAR Service code 28 · EIN 51-0261641 | Investment Management | $35,263 |
HAMLIN CAPITAL MANAGEMENT, LLC2+ years Filed as: HAMLIN CAPITAL MANAGEMENT Service code 28 · EIN 52-2344187 | Investment Management | $11,507 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 4.98% | 4.82%+0.2pp | 3.97%+1.0pp | 7.18%-2.2pp |
| Employer contribution / active EE | $4,933 | $12,725-61.2% | $28,168-82.5% | $13,095-62.3% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |