| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $218,698 |
BENESYS, INC.4 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $216,307 |
HAMILTON LANE ADVISORS, LLC5+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 ONE PRESIDENTIAL BLVD, 4TH FL · BALA CYNWYD, PA 19004 | Investment Management | $175,000 |
ALAN BILLER & ASSOCIATES5+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $159,411 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $147,040 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 30 N. LASALLE · CHICAGO, IL 60602 | Securities Custodian | $103,953 |
DECARLO & SHANLEY5+ years Filed as: DECARLO CONNOR AND SHANLEY Service code 29 · EIN 95-4022565 533 S. FREMONT AVENUE · LOS ANGELES, CA 90071 | Legal | $89,697 |
BLACKROCK5+ years Service code 28 · EIN 13-3806691 | Investment Management | $83,461 |
LS INVESTMENT ADVISORS1 year Service code 28 · EIN 26-2620361 | Investment Management | $80,999 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 | Accounting | $75,795 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 17.23% | 14.29%+2.9pp | 14.64%+2.6pp | 21.83%-4.6pp |
| Employer contribution / active EE | $29,157 | $12,083+141.3% | $41,831-30.3% | $12,237+138.3% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |