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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $809,328 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $776,021 |
VICTORY5 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $310,872 |
HAMILTON LANE ADVISORS, LLC2 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $225,027 |
BENESYS, INC.8+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $223,133 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $180,000 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $126,957 |
GREAT LAKES ADVISORS, LLC6 years Service code 28 · EIN 80-0292839 | Investment Management | $115,144 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 | Actuarial | $109,061 |
COMERICA BANK6 years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Custodial (securities); Custodial (ot... | $62,847 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -9.74% | -7.95%-1.8pp | -5.85%-3.9pp | 23.41%-33.2pp |
| Employer contribution / active EE | $16,399 | $13,972+17.4% | $31,839-48.5% | $12,650+29.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |