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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $930,348 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $508,641 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $246,105 |
BENESYS, INC.6+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $200,629 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $166,500 |
RAEL & LETSON6+ years Service code 11 · EIN 94-1701048 | Actuarial | $130,885 |
GREAT LAKES ADVISORS, LLC4 years Service code 28 · EIN 80-0292839 | Investment Management | $111,577 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $103,169 |
Service code 28 · EIN 26-2237421 | Investment Management | $84,278 |
COMERICA BANK4 years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Custodial (securities); Custodial (ot... | $63,679 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.32% | 6.82%+5.5pp | 8.01%+4.3pp | 12.86%-0.5pp |
| Employer contribution / active EE | $13,485 | $12,695+6.2% | $29,476-54.3% | $13,687-1.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |