| Provider | Service type | Compensation |
|---|---|---|
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $1,079,807 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 51 · EIN 06-1440627 | Investment Mgmt Fees | $556,884 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $546,393 |
Filed as: NEWTON INVESTMENT MANAGEMENT LLC Service code 51 | Investment Mgmt Fees | $495,423 |
INTECH INVESTMENT MANAGEMENT LLC10+ years Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $351,692 |
US BANK8 years Service code 19 · EIN 31-0841368 | Securities Custodian | $214,888 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 27-0534067 | Investment Management | $211,361 |
Filed as: WESTERN ASSET MANAGEMENT CO, LLC Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $198,980 |
DIMENSIONAL FUND ADVISORS8 years Service code 51 · EIN 30-0447847 | Investment Mgmt Fees | $189,264 |
MILLIMAN, INC.8 years Service code 11 · EIN 91-0675641 | Actuarial | $163,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 10.18% | 10.33%-0.2pp | 8.10%+2.1pp | 9.30%+0.9pp |
| Employer contribution / active EE | $24,264 | $14,972+62.1% | $28,649-15.3% | $12,551+93.3% |
| 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% | - |