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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE AND PENSION ADMIN SERVICE Service code 12 · EIN 91-1363171 | Plan Administrator; Recordkeeping and... | $292,776 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $254,970 |
DELAWARE INVESTMENTS5 years Service code 28 · EIN 23-3061021 | Investment Management | $221,293 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $219,055 |
HARDING LOEVNER LP7+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $175,538 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL, INC. Service code 28 · EIN 13-2726734 | Investment Management | $85,092 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY Service code 23 · EIN 26-3237576 | Insurance services; Direct payment fr... | $71,457 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $52,500 |
Filed as: TURNER, STOEVE & GAGLIARDI Service code 29 · EIN 91-1282506 | Legal | $37,387 |
Filed as: ANASTASI, MOORE & MARTIN Service code 10 · EIN 20-8149084 | Accounting | $26,387 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 18.16% | 19.37%-1.2pp | 11.08%+7.1pp | 15.63%+2.5pp |
| Employer contribution / active EE | $14,015 | $13,107+6.9% | $28,418-50.7% | $11,476+22.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |