Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $584,446 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $312,206 |
TODD EUGENE HOLT3 years Filed as: TODD ASSET MANAGEMENT LLC Service code 28 · EIN 61-1350302 | Investment Management | $258,891 |
Service code 28 · EIN 46-1294859 | Investment Management | $227,445 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $184,638 |
Filed as: WELFARE & PENSION ADMIN SVC, INC. Service code 10 · EIN 91-1363171 | Accounting | $183,503 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $105,837 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $104,038 |
PANAGORA ASSET MANAGEMENT4 years Filed as: PANAGORA ASSET MANAGEMENT, INC Service code 28 · EIN 04-3063840 | Investment Management | $85,842 |
VERUS3 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $73,750 |
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 | $71,183 | $119,153-40.3% | $151,634-53.1% | $78,104-8.9% |
| Participation rate | 85.5% | 92.5%-7.0pp | 87.5%-2.0pp | 74.5%+11.0pp |
| Annual return | -8.68% | -10.83%+2.2pp | 3.32%-12.0pp | 10.90%-19.6pp |
| Employer contribution / active EE | $5,604 | $5,298+5.8% | $6,165-9.1% | $3,128+79.2% |
| Participant deferral / active EE | $0 | $8,624-100.0% | $8,363-100.0% | $5,089-100.0% |
| Admin fee / account holder | $347 | $69+405.1% | $11,614-97.0% | $79+340.0% |