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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $597,552 |
Filed as: WELFARE & PENSION ADMIN SERVICE Service code 10 · EIN 91-1363171 | Accounting | $255,747 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $115,303 |
DODGE & COX4+ years Filed as: DODGE & COX INVESTMENT MANAGERS Service code 28 · EIN 94-1441976 | Investment Management | $104,797 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $102,158 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $66,142 |
Service code 28 · EIN 51-0412248 | Investment Management | $56,244 |
HIHGLAND CAPITAL ADVISORS LLC4+ years Service code 27 · EIN 20-4284376 | Advisory (Plan) | $53,411 |
Service code 29 · EIN 91-0889948 | Legal | $40,812 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $20,650 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 7.81% | 4.25%+3.6pp | -752.26%+760.1pp | 0.19%+7.6pp |
| Employer contribution / active EE | $13,951 | $11,906+17.2% | $31,802-56.1% | $13,763+1.4% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |