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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $1,004,736 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $757,803 |
Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $621,870 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $335,813 |
BENESYS, INC.7+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $207,492 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $180,000 |
GREAT LAKES ADVISORS, LLC5 years Service code 28 · EIN 80-0292839 | Investment Management | $142,427 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $134,802 |
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 | Actuarial | $124,543 |
COMERICA BANK5 years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Custodial (other than securities); Cu... | $73,276 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 15.16% | 19.37%-4.2pp | 11.08%+4.1pp | 15.63%-0.5pp |
| Employer contribution / active EE | $14,712 | $13,107+12.2% | $28,418-48.2% | $11,476+28.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |