Filed March 27, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $438,914 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $389,481 |
DUKE UNIVERSITY (EIA)4+ years Service code 10 · EIN 56-0532129 | Accounting | $291,075 |
RGM CAPITAL, LLC4+ years Service code 28 · EIN 06-1685711 | Investment Management | $237,582 |
REGAN CAPITAL, LLC3 years Service code 28 · EIN 45-2451367 | Investment Management | $205,940 |
Service code 28 · EIN 20-0292745 | Investment Management | $195,737 |
Service code 28 · EIN 20-0302413 | Investment Management | $187,123 |
MISAKI CAPITAL INC.4+ years Service code 28 · EIN 98-1295415 | Investment Management | $184,494 |
INCENTIVE BENEFITS, INC.3 years Filed as: INCENTIVE AS Service code 28 | Investment Management | $167,259 |
GILEAD CAPITAL LP3 years Service code 27 · EIN 81-1078924 | Advisory (Plan) | $160,274 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $143,222-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 5.95% | 24.48%-18.5pp | 8.97%-3.0pp | 24.48%-18.5pp |
| Employer contribution / active EE | $1,150 | $9,418-87.8% | $37,026-96.9% | $9,418-87.8% |
| Participant deferral / active EE | $11 | $501-97.8% | $1,023-98.9% | $501-97.8% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,546-100.0% | $2,968,729-100.0% |