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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MGMT., INC. Service code 28 · EIN 91-1042342 | Investment Management | $372,361 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS, INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $230,711 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $198,375 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $127,064 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $71,494 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $61,866 |
Service code 29 · EIN 91-0889948 | Legal | $39,937 |
RVK, INC.2 years Service code 17 · EIN 93-0910652 | Pension Consulting | $28,499 |
Filed as: CHRISTENSEN, JAMES AND MARTIN Service code 29 · EIN 88-0330040 | Legal | $6,986 |
THE URBAN LAW FIRM3+ years Service code 29 · EIN 75-2986189 | Legal | $5,756 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,743 | $221,442-84.8% | $92,240-63.4% | $77,958-56.7% |
| Participation rate | 91.0% | 79.6%+11.4pp | 76.5%+14.5pp | 71.6%+19.4pp |
| Annual return | 11.33% | 15.65%-4.3pp | 176.29%-165.0pp | 20.87%-9.5pp |
| Employer contribution / active EE | $6,352 | $3,226+96.9% | $3,680+72.6% | $2,310+174.9% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $195 | $210-7.1% | $5,194-96.2% | $97+100.0% |