Filed November 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES6+ years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $108,813 |
BRANDES INVESTMENT PARTNERS6+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 27 · EIN 33-0704072 | Advisory (Plan) | $102,123 |
INVESCO6+ years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $72,208 |
US BANK6+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $42,775 |
Filed as: INCOME RESEARCH + MANAGEMENT Service code 27 · EIN 04-2955404 | Advisory (Plan) | $6,027 |
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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 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 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 11.80% | 10.09%+1.7pp | 175.18%-163.4pp | 627.08%-615.3pp |
| Employer contribution / active EE | $0 | $12,251-100.0% | $38,590-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |