Filed June 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PERELLA WEINBERG PARTNERS4+ years Service code 28 · EIN 20-8547180 | Investment Management | $222,854 |
THE BANK OF NEW YORK MELLON5+ years Filed as: THE BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $137,919 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 11 · EIN 04-2530412 | Actuarial | $61,949 |
GOLDMAN SACHS3 years Filed as: TENSILE CAPITAL PARTNERS LP Service code 28 · EIN 32-0369282 | Investment Management | $50,986 |
Service code 28 · EIN 22-3361201 | Investment Management | $40,853 |
BAXTER STREET FUND II, L.P.3 years Service code 28 · EIN 30-0834356 | Investment Management | $32,540 |
KILTEARN PARTNERS LLP3 years Filed as: KILTEARN GLOBAL EQUITY FUND Service code 28 · EIN 27-4585908 | Investment Management | $24,496 |
Service code 28 1620 26TH STREET · SANTA MONICA, CA 90404 | Investment Management | $19,577 |
SANDERS CAPITAL, LLC3 years Filed as: SANDERS CAPITAL LLC Service code 28 · EIN 27-0705845 | Investment Management | $16,071 |
INCOME RESEARCH & MANAGEMENT3 years Service code 28 · EIN 04-2955404 | Investment Management | $8,244 |
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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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 16.98% | 15.47%+1.5pp | 12.93%+4.0pp | 53.27%-36.3pp |
| Employer contribution / active EE | $7,037 | $15,545-54.7% | $35,210-80.0% | $14,774-52.4% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |