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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $537,537 |
Filed as: WELFARE & PENSION ADMIN SERVICE Service code 10 · EIN 91-1363171 | Accounting | $280,402 |
Service code 29 · EIN 91-0889948 | Legal | $135,633 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $102,877 |
DODGE & COX2+ years Filed as: DODGE & COX INVESTMENT MANAGERS Service code 28 · EIN 94-1441976 | Investment Management | $101,978 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $97,125 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $81,830 |
HIHGLAND CAPITAL ADVISORS LLC2+ years Service code 27 · EIN 20-4284376 | Advisory (Plan) | $51,480 |
Filed as: BRANDYWINE Service code 28 2929 ARCH ST. 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $38,101 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $19,200 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 3.08% | 3.49%-0.4pp | 4.16%-1.1pp | 7.18%-4.1pp |
| Employer contribution / active EE | $12,049 | $11,083+8.7% | $29,966-59.8% | $13,095-8.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |