Filed February 1, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK1+ years Filed as: SANDY SPRING BANCORP, INC. Service code 19 · EIN 52-1914863 | Securities Custodian | $161,545 |
ALPS ADVISORS, INC.1+ years Service code 28 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA FUNDS MANAGEMENT INC Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.65% | 0.06%-1.7pp | -0.81%-0.8pp | -0.60%-1.0pp |
| Employer contribution / active EE | $21,047 | $14,206+48.2% | $38,425-45.2% | $12,272+71.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |