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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $788,099 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $749,994 |
HAMILTON LANE ADVISORS, LLC3 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $527,446 |
VICTORY6 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $309,372 |
BENESYS, INC.9+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $229,268 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $180,000 |
Service code 14 · EIN 94-3053367 | Plan Administrator | $160,751 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $150,091 |
GREAT LAKES ADVISORS, LLC7 years Service code 28 · EIN 80-0292839 | Investment Management | $124,390 |
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 | Actuarial | $104,406 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 9.79% | 7.95%+1.8pp | 20.18%-10.4pp | 9.11%+0.7pp |
| Employer contribution / active EE | $17,456 | $14,684+18.9% | $29,108-40.0% | $12,231+42.7% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |