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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $843,837 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $735,032 |
HAMILTON LANE ADVISORS, LLC4 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $372,079 |
VICTORY7 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $332,417 |
BENESYS, INC.10+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $241,213 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $206,705 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $174,540 |
ELECTRICAL INDUSTRY SERVICE CORP.10+ years Service code 14 · EIN 94-3053367 | Plan Administrator | $157,368 |
GREAT LAKES ADVISORS, LLC8 years Service code 28 · EIN 80-0292839 | Investment Management | $141,517 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $105,103 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 5.73% | 10.33%-4.6pp | 8.10%-2.4pp | 9.30%-3.6pp |
| Employer contribution / active EE | $17,188 | $14,972+14.8% | $28,649-40.0% | $12,551+37.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |