Filed September 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
RUANE, CUNNIFF & GOLDFARB INC.5+ years Service code 27 · EIN 13-2628641 | Advisory (Plan) | $352,231 |
WELLS FARGO BANK, N.A.5+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $22,568 |
WITHUMSMITH+BROWN, PC5+ years Filed as: MORRISON, BROWN, ARGIZ & FARRA, LLC Service code 10 · EIN 01-0720052 | Accounting | $15,000 |
GABRIEL, ROEDER, SMITH & COMPANY5+ years Filed as: GABRIEL, ROEDER, SMITH & CO. Service code 11 · EIN 38-1691268 | Actuarial | $10,425 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $336,625-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 51.5%-51.5pp | 1.2%-1.2pp |
| Annual return | 25.38% | 53.27%-27.9pp | 10.36%+15.0pp | 53.27%-27.9pp |
| Employer contribution / active EE | $4,578 | $14,774-69.0% | $52,561-91.3% | $14,774-69.0% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,349-100.0% | $13,289-100.0% |