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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $294,119 |
Filed as: WELFARE AND PENSION ADMIN SERVICE Service code 12 · EIN 91-1363171 | Claims processing; Plan Administrator... | $280,202 |
DELAWARE INVESTMENTS7 years Service code 28 · EIN 23-3061021 | Investment Management | $199,197 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $165,451 |
ULLICO1 year Service code 28 · EIN 52-6435649 | Investment Management | $150,568 |
HARDING LOEVNER LP9+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $107,218 |
US BANK1 year Service code 28 · EIN 31-0841368 | Investment Management | $95,607 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
MMA SECURITIES LLC3 years Filed as: MARSH & MCLENNAN AGENCY Service code 50 · EIN 26-3237576 | Direct Payment | $63,273 |
FIERA CAPITAL3 years Filed as: FIERA CAPITAL, INC. Service code 28 · EIN 13-2726734 | Investment Management | $50,034 |
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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 | $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 | 4.60% | 7.95%-3.3pp | 20.18%-15.6pp | 9.11%-4.5pp |
| Employer contribution / active EE | $15,006 | $14,684+2.2% | $29,108-48.4% | $12,231+22.7% |
| 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% |