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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES5 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $199,528 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $92,859 |
SOUTHWEST SERVICE ADMINISTRATORS9+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $91,573 |
ULLICO6 years Filed as: ULLICO INFRASTRUCTURE Service code 51 · EIN 90-0622302 | Investment Mgmt Fees | $61,430 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $58,170 |
US BANK4 years Service code 19 800 NICOLLET MALL · MINNEAPOLIS, MN 554027014 | Securities Custodian | $47,558 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR & CO LLC Service code 51 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Mgmt Fees | $46,835 |
ARROWSTREET CAPITAL7 years Filed as: ARROWSTREET INTERNATIONAL Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $37,402 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0614949 | Insurance services | $31,881 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $31,624 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.85% | 11.08%+0.8pp | 8.10%+3.8pp | 8.76%+3.1pp |
| Employer contribution / active EE | $13,605 | $13,910-2.2% | $28,665-52.5% | $16,650-18.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |