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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $1,237,693 |
ZENITH AMERICAN SOLUTIONS6+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC Service code 13 · EIN 52-1590516 | Contract Administrator | $714,859 |
LOOMIS SAYLES5 years Service code 49 · EIN 04-3200030 | Other Services | $393,814 |
Filed as: QUEST INVESTMENT MANAGEMENT INC. Service code 28 · EIN 93-0880854 | Investment Management | $353,218 |
ULLICO4 years Service code 23 · EIN 13-1423090 | Insurance services | $332,411 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $315,729 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $235,815 |
US BANK6+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $138,580 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA GROUP TRUST Service code 28 · EIN 04-3183235 | Investment Management | $113,346 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $103,121 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.58% | 6.82%+4.8pp | 8.01%+3.6pp | 12.86%-1.3pp |
| Employer contribution / active EE | $8,167 | $12,695-35.7% | $29,476-72.3% | $13,687-40.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |