Filed September 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
RUANE, CUNNIFF & GOLDFARB INC.6+ years Service code 27 · EIN 13-2628641 | Advisory (Plan) | $291,100 |
WELLS FARGO BANK, N.A.6+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $65,039 |
Filed as: GABRIEL, ROEDER SMITH & CO Service code 11 · EIN 38-1691268 | Actuarial | $47,377 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $35,435 |
WITHUMSMITH+BROWN, PC6+ years Filed as: MORRISON, BROWN, ARGIZ & FARRA, LLC Service code 10 · EIN 01-0720052 | Accounting | $15,500 |
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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $438,681-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 44.3%-44.3pp | 1.7%-1.7pp |
| Annual return | 21.75% | 627.08%-605.3pp | 4.26%+17.5pp | 627.08%-605.3pp |
| Employer contribution / active EE | $0 | $18,824-100.0% | $54,767-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,187-100.0% | $1,923-100.0% |