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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES3 years Service code 27 · EIN 94-2854958 535 MIDDLEFIELD RD #230 · MENLO PARK, CA 94025 | Advisory (Plan) | $187,923 |
AUDAX5 years Filed as: AUDAX SENIOR LOAN IDF FUND Service code 51 · EIN 82-5464574 101 HUNTINGTON AVE · BOSTON, MA 02199 | Investment Mgmt Fees | $107,045 |
SOUTHWEST SERVICE ADMINISTRATORS7+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $91,929 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 1301 FIFTH AVE SUITE 3100 · SEATTLE, WA 98101 | Investment Mgmt Fees | $88,711 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $79,979 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & CO LLC Service code 51 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Mgmt Fees | $71,007 |
ARROWSTREET CAPITAL5 years Filed as: ARROWSTREET INTERNATIONAL Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $57,614 |
ULLICO4 years Filed as: ULLICO INFRASTRUCTURE Service code 51 · EIN 90-0622302 | Investment Mgmt Fees | $52,792 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $50,083 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $35,136 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.03% | -8.26%-1.8pp | -5.85%-4.2pp | 2.77%-12.8pp |
| Employer contribution / active EE | $9,703 | $12,543-22.6% | $31,839-69.5% | $15,262-36.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |