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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $403,075 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $295,600 |
Service code 28 · EIN 46-1294859 | Investment Management | $288,160 |
TODD EUGENE HOLT2 years Filed as: TODD ASSET MANAGEMENT LLC Service code 28 · EIN 61-1350302 | Investment Management | $239,675 |
Filed as: WELFARE & PENSION ADMIN SVC, INC. Service code 10 · EIN 91-1363171 | Accounting | $218,925 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $212,799 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (securities); Direct paymen... | $121,244 |
CAMIBAR INVESTORS, LLC2 years Service code 28 · EIN 84-1596610 | Investment Management | $83,805 |
VERUS2 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $72,500 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SVCS, INC. Service code 22 · EIN 46-0619194 | Insurance Broker | $69,091 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,429 | $136,780-39.7% | $189,534-56.5% | $101,555-18.8% |
| Participation rate | 87.3% | 90.9%-3.6pp | 87.8%-0.5pp | 74.5%+12.7pp |
| Annual return | 27.60% | 37.00%-9.4pp | 555.39%-527.8pp | 21.00%+6.6pp |
| Employer contribution / active EE | $6,135 | $4,857+26.3% | $6,162-0.4% | $2,972+106.4% |
| Participant deferral / active EE | $0 | $7,572-100.0% | $8,220-100.0% | $4,874-100.0% |
| Admin fee / account holder | $370 | $64+477.3% | $12,049-96.9% | $139+165.4% |