Filed November 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
BRANDES INVESTMENT PARTNERS3+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 27 11988 EL CAMINO REAL, SUITE 500 · SAN DIEGO, CA 92191 | Advisory (Plan) | $146,264 |
CALLAN ASSOCIATES3+ years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $115,970 |
INVESCO3+ years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $78,778 |
US BANK3+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $48,804 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | -0.62% | 11.05%-11.7pp | 12.88%-13.5pp | 23.90%-24.5pp |
| Employer contribution / active EE | $15,574 | $15,936-2.3% | $40,010-61.1% | $16,539-5.8% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |