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: WELFARE AND PENSION ADMIN SERVICE Service code 12 · EIN 91-1363171 | Recordkeeping and information managem... | $301,621 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $283,181 |
ULLICO2 years Service code 28 · EIN 52-6435649 | Investment Management | $196,154 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $168,123 |
US BANK2 years Service code 28 · EIN 31-0841368 | Investment Management | $79,887 |
DELAWARE INVESTMENTS8 years Service code 28 · EIN 23-3061021 | Investment Management | $79,884 |
Filed as: TURNER, STOEVE & GAGLIARDI Service code 29 · EIN 91-1282506 | Legal | $72,480 |
MMA SECURITIES LLC4 years Filed as: MARSH & MCLENNAN AGENCY Service code 50 · EIN 26-3237576 | Direct Payment | $63,983 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $55,000 |
HARDING LOEVNER LP10+ years Filed as: HARDING LOEVNER Service code 51 · EIN 27-0684167 | Investment Mgmt Fees | $35,757 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.86% | 11.08%-2.2pp | 8.10%+0.8pp | 8.76%+0.1pp |
| Employer contribution / active EE | $16,226 | $13,910+16.7% | $28,649-43.4% | $16,664-2.6% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |