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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $1,332,663 |
ZENITH AMERICAN SOLUTIONS7+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC Service code 13 · EIN 52-1590516 | Contract Administrator | $762,572 |
LOOMIS SAYLES6 years Service code 49 · EIN 04-3200030 | Other Services | $502,831 |
Filed as: QUEST INVESTMENT MANAGEMENT INC. Service code 28 · EIN 93-0880854 | Investment Management | $389,830 |
ULLICO5 years Service code 28 · EIN 13-1423090 | Investment Management | $330,873 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $327,150 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $260,906 |
US BANK7+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $166,520 |
PANAGORA ASSET MANAGEMENT4 years Filed as: PANAGORA GROUP TRUST Service code 28 · EIN 04-3183235 | Investment Management | $152,066 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $146,720 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 13.52% | 19.37%-5.9pp | 11.08%+2.4pp | 15.63%-2.1pp |
| Employer contribution / active EE | $9,688 | $13,107-26.1% | $28,418-65.9% | $11,476-15.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |