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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE AND PENSION ADMIN SERVICE Service code 12 · EIN 91-1363171 | Direct payment from the plan; Plan Ad... | $292,542 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $288,428 |
DELAWARE INVESTMENTS6 years Service code 28 · EIN 23-3061021 | Investment Management | $208,926 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $203,504 |
HARDING LOEVNER LP8+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $105,175 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN AGENCY Service code 50 · EIN 26-3237576 | Direct Payment | $62,272 |
Filed as: TURNER, STOEVE & GAGLIARDI Service code 29 · EIN 91-1282506 | Legal | $54,704 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL, INC. Service code 28 · EIN 13-2726734 | Investment Management | $47,209 |
Filed as: ANASTASI, MOORE & MARTIN Service code 10 · EIN 20-8149084 | Accounting | $41,568 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.06% | -8.26%-2.8pp | -5.85%-5.2pp | 2.77%-13.8pp |
| Employer contribution / active EE | $15,363 | $12,543+22.5% | $31,839-51.7% | $15,262+0.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |