Filed November 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $210,801 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 27 11988 EL CAMINO REAL, SUITE 500 · SAN DIEGO, CA 92191 | Advisory (Plan) | $93,607 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $62,923 |
CALLAN ASSOCIATES1+ years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $53,565 |
Filed as: VOYA INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 06-0888148 | Investment Management | $38,150 |
INVESCO1+ years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $28,717 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT LLC Service code 28 · EIN 36-4445613 | Investment Management | $25,550 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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% | $313,292-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.8%-0.8pp |
| Annual return | 0.30% | -1.96%+2.3pp | -2.79%+3.1pp | -0.60%+0.9pp |
| Employer contribution / active EE | $9,840 | $11,651-15.5% | $39,327-75.0% | $12,272-19.8% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,115-100.0% | $717-100.0% |