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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $1,433,361 |
ZENITH AMERICAN SOLUTIONS9+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC Service code 13 · EIN 52-1590516 | Contract Administrator | $816,171 |
Filed as: QUEST INVESTMENT MANAGEMENT INC. Service code 28 · EIN 93-0880854 | Investment Management | $320,009 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $277,507 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $262,067 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $236,473 |
LOOMIS SAYLES8 years Service code 28 · EIN 04-3200030 | Investment Management | $215,807 |
INVESCO5 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $191,688 |
US BANK9+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $122,489 |
PANAGORA ASSET MANAGEMENT2 years Service code 28 · EIN 04-3063840 | Investment Management | $86,928 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 10.49% | 33.11%-22.6pp | 20.18%-9.7pp | 33.11%-22.6pp |
| Employer contribution / active EE | $11,060 | $9,000+22.9% | $29,108-62.0% | $9,000+22.9% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |