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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $289,060 |
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 12 · EIN 91-1363171 | Claims processing; Direct payment fro... | $264,155 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $248,995 |
DELAWARE INVESTMENTS4 years Service code 28 · EIN 23-3061021 | Investment Management | $171,066 |
HARDING LOEVNER LP6+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $112,665 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL INC Service code 28 · EIN 13-2726734 | Investment Management | $59,723 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $58,333 |
TURNER, STOEVE & GAGLIARDI, P.S.6+ years Filed as: TURNER, STOEVE, GAGLIARDI Service code 29 · EIN 91-1282506 | Legal | $37,729 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $15,480 |
Service code 10 · EIN 20-8149084 | Accounting | $11,103 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.42% | 6.82%+5.6pp | 8.01%+4.4pp | 12.86%-0.4pp |
| Employer contribution / active EE | $12,540 | $12,695-1.2% | $29,476-57.5% | $13,687-8.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |