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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $460,716 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 61-1350302 | Investment Management | $338,752 |
MILLIMAN, INC.4 years Service code 11 · EIN 91-0675641 | Actuarial | $310,250 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $219,855 |
Filed as: WELFARE & PENSION ADMIN SVC, INC. Service code 12 · EIN 91-1363171 | Claims processing; Recordkeeping and ... | $206,383 |
Service code 28 · EIN 46-1294859 | Investment Management | $161,238 |
MATRIX TRUST COMPANY6 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Custodi... | $125,493 |
PANAGORA ASSET MANAGEMENT6 years Filed as: PANAGORA ASSET MANAGEMENT, INC Service code 28 · EIN 04-3063840 | Investment Management | $77,509 |
VERUS5 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $73,750 |
SLC MANAGEMENT5 years Filed as: SUN LIFE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 68-0635051 | Investment Management | $69,274 |
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 | $86,349 | $145,513-40.7% | $184,256-53.1% | $99,313-13.1% |
| Participation rate | 80.4% | 90.3%-9.9pp | 86.8%-6.4pp | 71.7%+8.7pp |
| Annual return | 15.38% | 21.25%-5.9pp | 28.85%-13.5pp | 17.67%-2.3pp |
| Employer contribution / active EE | $5,228 | $5,354-2.4% | $6,427-18.7% | $3,264+60.2% |
| Participant deferral / active EE | $0 | $8,423-100.0% | $9,133-100.0% | $5,346-100.0% |
| Admin fee / account holder | $335 | $78+331.6% | $13,899-97.6% | $109+207.1% |