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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $1,100,671 |
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC Service code 13 · EIN 52-1590516 | Contract Administrator | $599,564 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $351,620 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $351,419 |
LOOMIS SAYLES2 years Service code 49 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Other Services | $280,995 |
INTEGRITY ASSET MANAGEMENT3+ years Service code 28 · EIN 38-3212521 | Investment Management | $236,512 |
Filed as: QUEST INVESTMENT MANAGEMENT INC. Service code 28 · EIN 93-0880854 | Investment Management | $236,512 |
Service code 28 · EIN 51-0412248 | Investment Management | $215,150 |
INVESCO3+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $123,086 |
US BANK3+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $118,273 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.78% | 12.33%-0.5pp | 8.32%+3.5pp | 17.84%-6.1pp |
| Employer contribution / active EE | $7,304 | $11,641-37.3% | $30,793-76.3% | $14,688-50.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |