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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $934,758 |
Filed as: WELFARE & PENSION ADMIN SERVICE Service code 10 · EIN 91-1363171 | Accounting | $480,391 |
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 | Actuarial | $258,729 |
DODGE & COX4 years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $151,372 |
US BANK9+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $132,875 |
Service code 28 · EIN 51-0412248 | Investment Management | $82,436 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $58,105 |
Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $56,216 |
Service code 29 · EIN 91-0889948 | Legal | $53,854 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $48,436 |
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Employer contribution per participant 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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.52% | 7.95%+2.6pp | 20.18%-9.7pp | 9.11%+1.4pp |
| Employer contribution / active EE | $9,160 | $14,684-37.6% | $29,108-68.5% | $12,231-25.1% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |