Filed November 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES2+ years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $110,042 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 27 11988 EL CAMINO REAL, SUITE 500 · SAN DIEGO, CA 92191 | Advisory (Plan) | $91,146 |
INVESCO2+ years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $67,716 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $46,499 |
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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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 5.84% | 3.81%+2.0pp | 4.07%+1.8pp | 7.18%-1.3pp |
| Employer contribution / active EE | $10,350 | $14,300-27.6% | $36,235-71.4% | $13,095-21.0% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |