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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $885,403 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $474,294 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $250,670 |
BENESYS, INC.5+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $196,548 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $166,500 |
Service code 28 · EIN 26-2237421 | Investment Management | $162,126 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $121,492 |
GREAT LAKES ADVISORS, LLC3 years Service code 28 · EIN 80-0292839 | Investment Management | $120,315 |
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 | Actuarial | $98,906 |
COMERICA BANK3 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $53,886 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 19.36% | 12.20%+7.2pp | 10.56%+8.8pp | 21.83%-2.5pp |
| Employer contribution / active EE | $13,924 | $12,801+8.8% | $30,199-53.9% | $12,237+13.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |