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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $181,361 |
MASONRY INDUSTRY TRUST ADMIN.2+ years Service code 13 · EIN 93-1144705 | Contract Administrator | $146,297 |
MIDDLETON & COMPANY, CPA, PC2+ years Filed as: MIDDLETON & CO., CPA, PC Service code 10 · EIN 93-0809066 | Accounting | $122,414 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $89,875 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $78,973 |
BRADLEY L. MIDDLETON, PC2+ years Service code 29 · EIN 93-1215960 | Legal | $67,633 |
DODGE & COX2+ years Filed as: DODGE AND COX FUNDS-DODGX 94-609953 Service code 52 | Indirect Investment Fees | $61,037 |
KEYCORP INSURANCE AGENCY USA INC2+ years Filed as: KEYCORP Service code 13 · EIN 34-6542451 | Contract Administrator | $42,465 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $38,515 |
DODGE & COX2+ years Filed as: DODGE & COX FUNDS-DODWX 26-2099183 Service code 52 | Indirect Investment Fees | $37,869 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.44% | 3.49%+3.9pp | 4.16%+3.3pp | 7.18%+0.3pp |
| Employer contribution / active EE | $14,458 | $11,083+30.5% | $29,966-51.8% | $13,095+10.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |