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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $319,676 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $198,575 |
THOMPSON, SIEGEL & WALMSLEY4+ years Filed as: THOMPSON, SIEGEL & WALMSLEY LLC Service code 28 · EIN 54-0854396 | Investment Management | $177,369 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT, INC Service code 28 · EIN 95-3692822 | Investment Management | $164,319 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & CO L.P. Service code 28 · EIN 04-3200030 | Investment Management | $145,324 |
Filed as: WELFARE & PENSION ADMIN SRVC, INC Service code 10 · EIN 91-1363171 | Accounting | $118,435 |
VERUS1 year Filed as: VERUS ADVISORY, INC Service code 17 · EIN 91-1320111 | Pension Consulting | $75,833 |
Filed as: U.S. BANK, NA Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $73,283 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICE Service code 22 · EIN 46-0619194 | Insurance Broker | $72,807 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL MANAGEMENT, INC Service code 28 · EIN 13-2726734 | Investment Management | $71,616 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,776-100.0% | $162,185-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 88.6%-88.6pp | 87.6%-87.6pp | 73.2%-73.2pp |
| Annual return | -1.66% | 37.03%-38.7pp | 115.61%-117.3pp | 32.58%-34.2pp |
| Employer contribution / active EE | $12,360 | $3,874+219.1% | $5,613+120.2% | $2,504+393.6% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $10,844-100.0% | $100-100.0% |