Filed June 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PERELLA WEINBERG PARTNERS7+ years Service code 28 · EIN 20-8547180 | Investment Management | $361,140 |
THE BANK OF NEW YORK MELLON8+ years Filed as: THE BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $172,676 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 11 · EIN 04-2530412 | Actuarial | $88,893 |
SANDERS CAPITAL, LLC6 years Filed as: SANDERS CAPITAL LLC Service code 28 · EIN 27-0705845 | Investment Management | $21,073 |
VULCAN VALUE PARTNERS1 year Service code 28 · EIN 39-2051712 | Investment Management | $5,291 |
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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 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -11.83% | -7.97%-3.9pp | 0.46%-12.3pp | 39.77%-51.6pp |
| Employer contribution / active EE | $13,453 | $20,148-33.2% | $35,480-62.1% | $19,959-32.6% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |