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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES4 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $175,007 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $94,458 |
SOUTHWEST SERVICE ADMINISTRATORS8+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $92,659 |
AUDAX1 year Filed as: AUDAX SENIOR LOAN FUND Service code 51 · EIN 82-5464574 | Investment Mgmt Fees | $74,546 |
ULLICO5 years Filed as: ULLICO INFRASTRUCTURE Service code 51 · EIN 90-0622302 | Investment Mgmt Fees | $74,546 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $71,229 |
US BANK3 years Service code 19 800 NICOLLET MALL · MINNEAPOLIS, MN 554027014 | Securities Custodian | $43,207 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR & CO LLC Service code 51 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Mgmt Fees | $42,096 |
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN RAPP PACHECO & KELLY, PLC Service code 29 · EIN 86-0767091 | Legal | $41,583 |
ARROWSTREET CAPITAL6 years Filed as: ARROWSTREET INTERNATIONAL Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $37,888 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 10.53% | 7.15%+3.4pp | 20.18%-9.7pp | 37.74%-27.2pp |
| Employer contribution / active EE | $13,457 | $13,270+1.4% | $29,108-53.8% | $15,788-14.8% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |