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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $588,821 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $281,607 |
Service code 28 · EIN 26-2237421 | Investment Management | $254,136 |
BENESYS, INC.3+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $188,972 |
Service code 14 · EIN 94-3053367 | Plan Administrator | $158,382 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $157,633 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $152,625 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $129,047 |
COMERICA BANK1 year Filed as: COMERICA Service code 18 · EIN 42-1741646 | Shareholder servicing fees; Custodial... | $55,373 |
Service code 28 · EIN 80-0292839 | Investment Management | $49,833 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.84% | 12.33%+0.5pp | 8.32%+4.5pp | 17.84%-5.0pp |
| Employer contribution / active EE | $11,320 | $11,641-2.8% | $30,793-63.2% | $14,688-22.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |