Filed February 1, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK2+ years Filed as: SANDY SPRING BANCORP, INC. Service code 19 · EIN 52-1914862 | Securities Custodian | $88,372 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,504 |
JESSICA SCHNEIDER1 year Filed as: JESSICA BOWMAN Service code 27 · EIN 26-4310632 | Advisory (Plan) | $16,526 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 2.25% | 5.13%-2.9pp | 4.74%-2.5pp | 7.18%-4.9pp |
| Employer contribution / active EE | $8,661 | $14,689-41.0% | $36,089-76.0% | $13,095-33.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |