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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $464,686 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 61-1350302 | Investment Management | $447,506 |
MILLIMAN, INC.5 years Service code 11 · EIN 91-0675641 | Actuarial | $281,020 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $272,628 |
Filed as: WELFARE & PENSION ADMIN SVC, INC. Service code 12 · EIN 91-1363171 | Claims processing; Recordkeeping and ... | $240,646 |
Service code 28 · EIN 46-1294859 | Investment Management | $204,498 |
MATRIX TRUST COMPANY7 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Custodi... | $142,526 |
PANAGORA ASSET MANAGEMENT7 years Filed as: PANAGORA ASSET MANAGEMENT, INC Service code 28 · EIN 04-3063840 | Investment Management | $84,547 |
SLC MANAGEMENT6 years Filed as: SUN LIFE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 68-0635051 | Investment Management | $76,957 |
VERUS6 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,596 | $95,216-1.7% | $256,809-63.6% | $95,216-1.7% |
| Participation rate | 77.9% | 86.5%-8.5pp | 88.5%-10.6pp | 86.5%-8.5pp |
| Annual return | 6.28% | 11.45%-5.2pp | 32.73%-26.4pp | 11.45%-5.2pp |
| Employer contribution / active EE | $5,328 | $4,418+20.6% | $7,263-26.6% | $4,418+20.6% |
| Participant deferral / active EE | $0 | $4,181-100.0% | $9,520-100.0% | $4,181-100.0% |
| Admin fee / account holder | $387 | $189+104.5% | $25,146-98.5% | $189+104.5% |