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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MGMT., INC. Service code 28 · EIN 91-1042342 | Investment Management | $518,942 |
BENESYS, INC.5 years Filed as: BENESYS ADMINISTRATORS, INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $245,593 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $220,686 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $116,920 |
Service code 29 · EIN 91-0889948 | Legal | $70,242 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $65,773 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $44,854 |
RVK, INC.5 years Service code 17 · EIN 93-0910651 | Pension Consulting | $32,000 |
CHRISTENSEN, JAMES & MARTIN4 years Filed as: CHRISTENSEN, JAMES AND MARTIN Service code 29 · EIN 88-0330040 | Legal | $29,781 |
THE URBAN LAW FIRM6+ years Service code 29 · EIN 75-2986189 | Legal | $21,832 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,099 | $81,719-57.0% | $101,271-65.3% | $90,274-61.1% |
| Participation rate | 94.7% | 80.7%+14.0pp | 75.8%+18.9pp | 73.4%+21.4pp |
| Annual return | 9.46% | 337.64%-328.2pp | 46.48%-37.0pp | 53.97%-44.5pp |
| Employer contribution / active EE | $5,693 | $3,622+57.2% | $3,660+55.5% | $2,523+125.6% |
| Participant deferral / active EE | $12 | $3,310-99.6% | $4,371-99.7% | $4,231-99.7% |
| Admin fee / account holder | $209 | $162+29.2% | $5,948-96.5% | $114+83.3% |