Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN Service code 10 · EIN 91-1363171 2815 2ND AVENUE SUITE 300 · SEATTLE, WA 98121 | Accounting | $542,445 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 6600 SW 92ND AVE STE 160 · PORTLAND, OR 97223 | Investment Mgmt Fees | $224,855 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY LLP Service code 51 · EIN 04-2755549 TWO EMBARCADERO CTR 164 · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $163,743 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE. 1500W · BETHESDA, MD 20814 | Investment Management | $149,589 |
HEXAVEST INC.3+ years Filed as: HEXAVEST WORLD EQUITY FUND Service code 28 · EIN 27-4751991 20 TRAFALGAR SQAURE · NASHUA, NH 03063 | Investment Management | $126,897 |
NEPC, LLC3+ years Service code 17 · EIN 26-1429809 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Pension Consulting | $115,729 |
SEGALL BRYANT & HAMILL2 years Service code 28 · EIN 41-1788385 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $101,092 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 111 SW FIFTH AVENUE 3700 · PORTLAND, OR 97204 | Actuarial | $100,867 |
ADVISORY RESEARCH2 years Filed as: ADVISORY RESEARCH, INC. Service code 28 · EIN 36-2831881 300 NORTH LASALLE BLVD · CHICAGO, IL 60603 | Investment Management | $96,642 |
AMERICAN FUNDS3+ years Filed as: CRESCENT CAPITAL HIGH INC FD LP Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90017 | Investment Management | $80,136 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.48% | 12.33%+1.2pp | 8.32%+5.2pp | 17.84%-4.4pp |
| Employer contribution / active EE | $7,307 | $11,641-37.2% | $30,793-76.3% | $14,688-50.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |