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 | $552,070 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 6600 SW 92ND AVE STE 160 · PORTLAND, OR 97223 | Investment Mgmt Fees | $233,229 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE. 1500W · BETHESDA, MD 20814 | Securities Custodian | $159,321 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY LLP Service code 51 · EIN 04-2755549 TWO EMBARCADERO CTR 164 · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $137,282 |
HEXAVEST INC.4+ years Filed as: HEXAVEST WORLD EQUITY FUND Service code 28 · EIN 27-4751991 20 TRAFALGAR SQAURE · NASHUA, NH 03063 | Investment Management | $125,676 |
NEPC, LLC4+ years Service code 17 · EIN 26-1429809 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Pension Consulting | $122,028 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 111 SW FIFTH AVENUE 3700 · PORTLAND, OR 97204 | Actuarial | $116,032 |
SEGALL BRYANT & HAMILL3 years Service code 28 · EIN 41-1788385 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $89,683 |
ADVISORY RESEARCH3 years Filed as: ADVISORY RESEARCH, INC. Service code 28 · EIN 36-2831881 300 NORTH LASALLE BLVD · CHICAGO, IL 60603 | Investment Management | $89,219 |
MCMORGAN & COMPANY LLC4+ years Service code 28 · EIN 52-2334338 ONE FRONT STREET 500 · SAN FRANCISCO, CA 94111 | Investment Management | $67,423 |
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -1.31% | 2.02%-3.3pp | -752.26%+750.9pp | 33.37%-34.7pp |
| Employer contribution / active EE | $8,018 | $12,422-35.5% | $31,802-74.8% | $11,253-28.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |