Filed December 9, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TOMPKINS TRUST COMPANY5+ years Service code 21 · EIN 15-0470650 | Bank Trustee | $86,640 |
MERGANSER CAPITAL MANAGEMENT5+ years Filed as: MERGANSER CAPITAL MANAGEMENT LP Service code 28 · EIN 04-3481611 | Investment Management | $78,933 |
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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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 19.95% | 34.64%-14.7pp | 20.73%-0.8pp | 21.83%-1.9pp |
| Employer contribution / active EE | $3,427 | $7,654-55.2% | $36,503-90.6% | $12,237-72.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |