Filed November 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
BRANDES INVESTMENT PARTNERS4+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 27 · EIN 33-0704072 | Advisory (Plan) | $127,835 |
CALLAN ASSOCIATES4+ years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $103,636 |
INVESCO4+ years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $84,812 |
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $58,967 |
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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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | -2.99% | -1.65%-1.3pp | -3.29%+0.3pp | 0.19%-3.2pp |
| Employer contribution / active EE | $18,182 | $15,083+20.5% | $36,762-50.5% | $13,763+32.1% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |