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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGMENT, INC. Service code 28 · EIN 91-1042342 | Investment Management | $646,202 |
BENESYS, INC.9 years Filed as: BENESYS ADMINISTRATORS, INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $282,686 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $127,786 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $123,172 |
SMART SOURCE LLC3 years Service code 36 · EIN 30-0830429 | Direct payment from the plan; Copying... | $56,650 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $50,042 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 18 · EIN 51-0099493 | Custodial (other than securities); Di... | $41,920 |
RVK, INC.9 years Service code 17 · EIN 93-0910651 | Pension Consulting | $38,000 |
Service code 29 · EIN 91-0889948 | Legal | $32,025 |
CHRISTENSEN, JAMES & MARTIN8 years Filed as: CHRISTENSEN, JAMES AND MARTIN Service code 29 · EIN 88-0330040 | Legal | $26,863 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,789 | $241,850-86.9% | $102,412-69.0% | $199,960-84.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 4.95% | 17.67%-12.7pp | 24.94%-20.0pp | 34.28%-29.3pp |
| Employer contribution / active EE | $3,376 | $4,253-20.6% | $3,870-12.8% | $3,036+11.2% |
| Participant deferral / active EE | $41 | $3,961-99.0% | $5,060-99.2% | $5,087-99.2% |
| Admin fee / account holder | $179 | $288-37.8% | $8,388-97.9% | $269-33.5% |