| Provider | Service type | Compensation |
|---|---|---|
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 28 · EIN 91-1042349 | Investment Management | $985,163 |
DODGE & COX10+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $318,890 |
BENESYS, INC.10+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $315,249 |
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 | Investment Management | $285,120 |
SLC MANAGEMENT2 years Filed as: SLC MANAGEMENT (U.S.) LLC Service code 28 500 FIFTH AVENUE, SUITE 2500 · NEW YORK, NY 10110 | Investment Management | $278,750 |
US BANK10+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $148,874 |
RELIANT CONSULTING & RESEARCH10+ years Filed as: RELIANT CONSULTING Service code 27 · EIN 91-6061344 | Advisory (Plan) | $104,066 |
MILLIMAN, INC.9 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $81,985 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $51,233 |
Service code 29 · EIN 91-0889948 | Legal | $51,211 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.25% | 10.08%-1.8pp | 8.99%-0.7pp | 8.88%-0.6pp |
| Employer contribution / active EE | $13,886 | $15,398-9.8% | $25,171-44.8% | $15,934-12.9% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |