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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $473,696 |
Filed as: WELFARE & PENSION ADMIN SERVICE Service code 10 · EIN 91-1363171 | Accounting | $268,928 |
DODGE & COX1+ years Filed as: DODGE & COX INVESTMENT MANAGERS Service code 28 · EIN 94-1441976 | Investment Management | $143,206 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $104,509 |
Service code 29 · EIN 91-0889948 | Legal | $94,991 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $89,024 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $73,954 |
HIHGLAND CAPITAL ADVISORS LLC1+ years Service code 27 · EIN 20-4284376 | Advisory (Plan) | $49,306 |
Filed as: BRANDYWINE Service code 28 2929 ARCH ST. 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $19,022 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $17,200 |
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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 6.77% | 0.68%+6.1pp | -1.61%+8.4pp | -0.60%+7.4pp |
| Employer contribution / active EE | $11,731 | $10,568+11.0% | $30,840-62.0% | $12,272-4.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |