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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 · EIN 39-2348134 | Plan Administrator | $355,849 |
DELAWARE INVESTMENTS2+ years Filed as: MACQUARIE INFRASTRUCTURE Service code 28 · EIN 20-5851123 | Investment Management | $260,676 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $231,890 |
HLA CARPENTERS II, LLC2+ years Filed as: HLA CARPENTERS, LLC Service code 28 · EIN 23-2962336 | Investment Management | $215,788 |
DECARLO & SHANLEY2+ years Filed as: DECARLO CONNOR AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $201,436 |
ALAN BILLER & ASSOCIATES2+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $78,447 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $73,006 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 1200 SIXTH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Mgmt Fees | $61,472 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 51-6091982 | Securities Custodian | $44,209 |
LS INVESTMENT ADVISORS2+ years Service code 28 · EIN 26-2620361 | Investment Management | $43,733 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 8.44% | 6.13%+2.3pp | 4.74%+3.7pp | 9.19%-0.8pp |
| Employer contribution / active EE | $3,874 | $10,206-62.0% | $36,089-89.3% | $12,608-69.3% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |