Filed June 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PERELLA WEINBERG PARTNERS5+ years Service code 28 · EIN 20-8547180 | Investment Management | $319,868 |
THE BANK OF NEW YORK MELLON6+ years Filed as: THE BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $237,719 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 11 · EIN 04-2530412 | Actuarial | $159,087 |
Service code 28 · EIN 22-3361201 | Investment Management | $41,305 |
GOLDMAN SACHS4 years Filed as: TENSILE CAPITAL PARTNERS LP Service code 28 · EIN 32-0369282 | Investment Management | $38,674 |
BAXTER STREET FUND II, L.P.4 years Service code 28 · EIN 30-0834356 | Investment Management | $30,226 |
KILTEARN PARTNERS LLP4 years Filed as: KILTEARN GLOBAL EQUITY FUND Service code 28 · EIN 27-4585908 | Investment Management | $21,815 |
Service code 28 1620 26TH STREET · SANTA MONICA, CA 90404 | Investment Management | $20,457 |
SANDERS CAPITAL, LLC4 years Filed as: SANDERS CAPITAL LLC Service code 28 · EIN 27-0705845 | Investment Management | $12,953 |
INCOME RESEARCH & MANAGEMENT4 years Service code 28 · EIN 04-2955404 | Investment Management | $4,097 |
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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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 13.33% | 8.15%+5.2pp | 7.87%+5.5pp | 11.45%+1.9pp |
| Employer contribution / active EE | $13,117 | $17,725-26.0% | $31,784-58.7% | $17,219-23.8% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |