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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGMENT, INC. Service code 28 · EIN 91-1042342 | Investment Management | $625,792 |
BENESYS, INC.7 years Filed as: BENESYS ADMINISTRATORS, INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $264,034 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $179,143 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $93,009 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $63,027 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $54,081 |
Service code 29 · EIN 91-0889948 | Legal | $41,865 |
CHRISTENSEN, JAMES & MARTIN6 years Filed as: CHRISTENSEN, JAMES AND MARTIN Service code 29 · EIN 88-0330040 | Legal | $29,213 |
RVK, INC.7 years Service code 17 · EIN 93-0910651 | Pension Consulting | $26,336 |
SMART SOURCE LLC1 year Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $15,475 |
Participant contribution per participant 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 | $34,488 | $76,774-55.1% | $112,258-69.3% | $77,906-55.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -5.52% | -10.25%+4.7pp | 27.47%-33.0pp | 12.16%-17.7pp |
| Employer contribution / active EE | $5,483 | $3,977+37.9% | $3,636+50.8% | $2,846+92.6% |
| Participant deferral / active EE | $52 | $3,778-98.6% | $4,728-98.9% | $4,805-98.9% |
| Admin fee / account holder | $207 | $239-13.2% | $6,411-96.8% | $133+56.4% |