Filed December 9, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TOMPKINS TRUST COMPANY4+ years Service code 21 · EIN 15-0470650 | Bank Trustee | $84,082 |
MERGANSER CAPITAL MANAGEMENT4+ years Filed as: MERGANSER CAPITAL MANAGEMENT LP Service code 28 · EIN 04-3481611 | Investment Management | $71,226 |
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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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.52% | 9.64%-15.2pp | -102.04%+96.5pp | 33.37%-38.9pp |
| Employer contribution / active EE | $6,457 | $8,034-19.6% | $36,232-82.2% | $11,253-42.6% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |