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 | $1,241,439 |
ZENITH AMERICAN SOLUTIONS5+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC Service code 13 · EIN 52-1590516 | Contract Administrator | $787,818 |
LOOMIS SAYLES4 years Service code 49 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Other Services | $344,209 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $319,506 |
Filed as: QUEST INVESTMENT MANAGEMENT INC. Service code 28 · EIN 93-0880854 | Investment Management | $314,945 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $215,310 |
ULLICO3 years Service code 23 · EIN 13-1423090 | Insurance services | $212,261 |
US BANK5+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $132,459 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 15935 LA CANTERA PARKWAY · SAN ANTONIO, TX 78256 | Investment Management | $104,896 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Investment Management | $99,316 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.72% | 10.84%+5.9pp | 10.56%+6.2pp | 1023.85%-1007.1pp |
| Employer contribution / active EE | $8,521 | $14,186-39.9% | $30,199-71.8% | $11,605-26.6% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |