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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-6657596 | Investment Management | $254,853 |
Filed as: WELFARE PENSION AND ADMIN SERVICES Service code 10 · EIN 91-1336171 | Accounting | $171,470 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $105,531 |
SEI INVESTMENTS3+ years Filed as: SEI TRUST Service code 28 · EIN 06-1271230 | Investment Management | $88,924 |
FRANKLIN TEMPLETON3+ years Service code 28 · EIN 59-6945808 | Investment Management | $88,794 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $57,569 |
RVK, INC.3+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $45,000 |
ASB CAPITAL MANAGEMENT2 years Service code 28 7501 W WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $38,438 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $31,364 |
Service code 29 · EIN 91-0889948 | Legal | $23,885 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.18% | 11.78%-0.6pp | 8.32%+2.9pp | 23.90%-12.7pp |
| Employer contribution / active EE | $16,602 | $11,309+46.8% | $30,793-46.1% | $16,539+0.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |