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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $1,148,009 |
ZENITH AMERICAN SOLUTIONS4+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC Service code 13 · EIN 52-1590516 | Contract Administrator | $674,225 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $407,713 |
ULLICO2 years Service code 23 · EIN 13-1423090 | Insurance services | $319,688 |
LOOMIS SAYLES3 years Service code 49 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Other Services | $314,384 |
Filed as: QUEST INVESTMENT MANAGEMENT INC. Service code 28 · EIN 93-0880854 | Investment Management | $269,829 |
INTEGRITY ASSET MANAGEMENT4+ years Service code 28 · EIN 38-3212521 | Investment Management | $251,858 |
Service code 28 · EIN 51-0412248 | Investment Management | $229,784 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $215,909 |
US BANK4+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $125,010 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.13% | 2.02%-5.2pp | -752.26%+749.1pp | 33.37%-36.5pp |
| Employer contribution / active EE | $7,711 | $12,422-37.9% | $31,802-75.8% | $11,253-31.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |