Filed November 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES1 year Filed as: CALLAN HOLDINGS INC. Service code 27 · EIN 82-2748926 | Advisory (Plan) | $117,141 |
BRANDES INVESTMENT PARTNERS7+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 27 · EIN 33-0704072 | Advisory (Plan) | $108,753 |
INVESCO7+ years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $75,094 |
Filed as: PRUDENTIAL TRUST CO. Service code 27 · EIN 23-6994310 | Advisory (Plan) | $67,397 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 27 · EIN 04-2955404 | Advisory (Plan) | $66,744 |
US BANK7+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $44,400 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $369,410-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 3.6%-3.6pp |
| Annual return | 9.55% | 10.82%-1.3pp | 8.29%+1.3pp | 11.84%-2.3pp |
| Employer contribution / active EE | $0 | $12,700-100.0% | $40,774-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $4,495-100.0% | $409-100.0% |