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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $294,255 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $195,826 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO L.P. Service code 28 · EIN 04-3200030 | Investment Management | $139,884 |
CAMBIAR INVESTORS LLC3+ years Service code 28 · EIN 84-1596610 | Investment Management | $115,153 |
THOMPSON, SIEGEL & WALMSLEY3+ years Filed as: THOMPSON, SIEGEL & WALMSLEY LLC Service code 28 · EIN 54-0854396 | Investment Management | $112,866 |
Filed as: WELFARE AND PENSION ADMINISTRATION Service code 10 · EIN 91-1363171 | Accounting | $105,077 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT, INC Service code 28 · EIN 95-3692822 | Investment Management | $102,018 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL CORPORATION Service code 28 · EIN 13-2726734 | Investment Management | $92,209 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICE Service code 22 · EIN 46-0619194 | Insurance Broker | $73,615 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK, N.A. Service code 18 · EIN 31-0841368 | Custodial (securities); Custodial (ot... | $71,743 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,546-100.0% | $140,019-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | 5.02% | -0.36%+5.4pp | 651.19%-646.2pp | -0.04%+5.1pp |
| Employer contribution / active EE | $10,881 | $3,856+182.2% | $5,605+94.1% | $2,405+352.5% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |