Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $570,071 |
Filed as: WELFARE & PENSION ADMIN SERVICE Service code 10 · EIN 91-1363171 | Accounting | $278,643 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $111,519 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $100,919 |
DODGE & COX3+ years Filed as: DODGE & COX INVESTMENT MANAGERS Service code 28 · EIN 94-1441976 | Investment Management | $87,583 |
Service code 29 · EIN 91-0889948 | Legal | $84,211 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $80,496 |
Service code 28 · EIN 51-0412248 | Investment Management | $52,857 |
HIHGLAND CAPITAL ADVISORS LLC3+ years Service code 27 · EIN 20-4284376 | Advisory (Plan) | $51,480 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $19,475 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 8.91% | 11.78%-2.9pp | 8.32%+0.6pp | 23.90%-15.0pp |
| Employer contribution / active EE | $12,954 | $11,309+14.5% | $30,793-57.9% | $16,539-21.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |