Filed November 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES2 years Filed as: CALLAN HOLDINGS INC. Service code 27 · EIN 82-2748926 | Advisory (Plan) | $132,024 |
INVESCO8+ years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $91,177 |
BRANDES INVESTMENT PARTNERS8+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 27 · EIN 33-0704072 | Advisory (Plan) | $87,032 |
Filed as: PRUDENTIAL TRUST CO. Service code 27 · EIN 23-6994310 | Advisory (Plan) | $61,008 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $60,529 |
US BANK8+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $39,496 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,984-100.0% | $565,817-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 5.6%-5.6pp |
| Annual return | -16.94% | -15.92%-1.0pp | -8.80%-8.1pp | 39.82%-56.8pp |
| Employer contribution / active EE | $0 | $30,693-100.0% | $43,463-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $866-100.0% | $62-100.0% |