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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $643,588 |
Filed as: WELFARE & PENSION ADMIN SERVICE Service code 10 · EIN 91-1363171 | Accounting | $346,832 |
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 | Actuarial | $159,610 |
Service code 29 · EIN 91-0889948 | Legal | $154,286 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $122,169 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $105,159 |
DODGE & COX5+ years Filed as: DODGE & COX INVESTMENT MANAGERS Service code 28 · EIN 94-1441976 | Investment Management | $105,147 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $52,883 |
Service code 28 · EIN 51-0412248 | Investment Management | $42,676 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $24,950 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 17.79% | 12.20%+5.6pp | 10.56%+7.2pp | 21.83%-4.0pp |
| Employer contribution / active EE | $14,557 | $12,801+13.7% | $30,199-51.8% | $12,237+19.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |