Filed June 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PERELLA WEINBERG PARTNERS3+ years Service code 28 · EIN 20-8547180 | Investment Management | $297,929 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 11 · EIN 04-2530412 | Actuarial | $90,882 |
THE BANK OF NEW YORK MELLON4+ years Filed as: THE BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $77,041 |
Service code 28 · EIN 22-3361201 | Investment Management | $48,423 |
GOLDMAN SACHS2 years Filed as: TENSILE CAPITAL PARTNERS LP Service code 28 · EIN 32-0369282 | Investment Management | $39,691 |
KILTEARN PARTNERS LLP2 years Filed as: KILTEARN GLOBAL EQUITY FUND Service code 28 · EIN 27-4585908 | Investment Management | $28,168 |
BAXTER STREET FUND II, L.P.2 years Service code 28 · EIN 30-0834356 | Investment Management | $19,216 |
Service code 28 1620 26TH STREET · SANTA MONICA, CA 90404 | Investment Management | $17,911 |
SANDERS CAPITAL, LLC2 years Filed as: SANDERS CAPITAL LLC Service code 28 · EIN 27-0705845 | Investment Management | $17,852 |
INCOME RESEARCH & MANAGEMENT2 years Service code 28 · EIN 04-2955404 | Investment Management | $8,057 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -7.19% | -1.84%-5.4pp | -0.67%-6.5pp | 0.19%-7.4pp |
| Employer contribution / active EE | $14,890 | $15,717-5.3% | $31,731-53.1% | $13,763+8.2% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |