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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $376,509 |
MILLIMAN, INC.2 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $290,064 |
TODD EUGENE HOLT1 year Filed as: TODD ASSET MANAGEMENT LLC Service code 28 · EIN 61-1350302 | Investment Management | $204,600 |
Service code 28 · EIN 46-1294859 | Investment Management | $183,814 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $167,376 |
Filed as: WELFARE & PENSION ADMIN SVC, INC. Service code 10 · EIN 91-1363171 | Accounting | $138,574 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Custodi... | $135,509 |
VERUS1 year Service code 27 · EIN 91-1320111 | Advisory (Plan) | $70,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SVCS, INC. Service code 22 · EIN 46-0619194 | Insurance Broker | $66,836 |
Service code 29 · EIN 91-0889948 | Legal | $48,758 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,078 | $110,699-45.7% | $177,821-66.2% | $90,288-33.5% |
| Participation rate | 86.4% | 88.3%-1.9pp | 87.7%-1.3pp | 73.4%+13.1pp |
| Annual return | 3.13% | 22.79%-19.7pp | 48.32%-45.2pp | 53.97%-50.8pp |
| Employer contribution / active EE | $10,821 | $4,118+162.7% | $5,918+82.8% | $2,524+328.7% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $311 | $90+245.5% | $12,427-97.5% | $114+172.7% |