Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $1,216,682 |
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC Service code 13 · EIN 52-1590516 | Contract Administrator | $554,856 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $407,357 |
Filed as: QUEST INVESTMENT MANAGEMENT INC. Service code 28 · EIN 93-0880854 | Investment Management | $223,301 |
INTEGRITY ASSET MANAGEMENT2+ years Service code 28 · EIN 38-3212521 | Investment Management | $194,471 |
Service code 28 · EIN 51-0412248 | Investment Management | $179,955 |
Filed as: RAINIER INVESTMENT MANAGEMENT Service code 28 · EIN 91-1457076 | Investment Management | $170,012 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $154,651 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $135,490 |
US BANK2+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $106,974 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.32% | 3.63%+4.7pp | 4.16%+4.2pp | 9.19%-0.9pp |
| Employer contribution / active EE | $7,654 | $11,363-32.6% | $29,966-74.5% | $12,608-39.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |