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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SVC, INC. Service code 10 · EIN 91-1363171 | Accounting | $874,367 |
Service code 28 · EIN 91-1042342 | Investment Management | $615,210 |
TODD EUGENE HOLT5 years Filed as: TODD ASSET MANAGEMENT LLC Service code 28 · EIN 61-1350302 | Investment Management | $527,355 |
LOOMIS SAYLES8 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $395,556 |
Service code 28 · EIN 46-1294859 | Investment Management | $222,651 |
US BANK6 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $157,482 |
PANAGORA ASSET MANAGEMENT6 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $125,314 |
VERUS8 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $123,750 |
SLC MANAGEMENT5 years Filed as: SUN LIFE CAPITAL MANAGEMENT LLC Service code 28 · EIN 68-0635051 | Investment Management | $116,013 |
MMA SECURITIES LLC2 years Filed as: MARSH MCLENNAN AGENCY Service code 22 501 N RIVERPOINT BLVD STE 403 · SPOKANE, WA 99202 | Insurance Broker | $85,432 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.24% | 10.33%+0.9pp | 8.10%+3.1pp | 9.30%+1.9pp |
| Employer contribution / active EE | $14,277 | $14,972-4.6% | $28,649-50.2% | $12,551+13.8% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |