Filed October 3, 2024
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Management | $1,035,116 |
Service code 28 · EIN 13-3257590 | Investment Management | $946,024 |
WEDGE CAPITAL MANAGEMENT8+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $858,737 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $765,456 |
THE REVOLT GROUP LLC8+ years Service code 16 · EIN 46-3524964 | Consulting | $641,425 |
GREAT LAKES ADVISORS, LLC6 years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $587,686 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $560,000 |
LORD ABBETT1 year Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $516,248 |
LOWENSTEIN SANDLER LLP1 year Service code 29 · EIN 46-0920520 | Legal | $466,359 |
Filed as: KROLL HEINEMAN PTASIEWICZ & PARSON Service code 29 · EIN 76-0760981 | Legal | $423,951 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 15.46% | 7.10%+8.4pp | 20.18%-4.7pp | 13.18%+2.3pp |
| Employer contribution / active EE | $17,585 | $12,760+37.8% | $29,108-39.6% | $8,469+107.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |