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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN Service code 10 · EIN 91-1363171 2815 2ND AVENUE SUITE 300 · SEATTLE, WA 98121 | Accounting | $570,789 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 6600 SW 92ND AVE STE 160 · PORTLAND, OR 97223 | Investment Mgmt Fees | $256,168 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE. 1500W · BETHESDA, MD 20814 | Securities Custodian | $166,491 |
HEXAVEST INC.5+ years Filed as: HEXAVEST WORLD EQUITY FUND Service code 10 · EIN 27-4751991 20 TRAFALGAR SQAURE · NASHUA, NH 03063 | Accounting | $140,616 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 111 SW FIFTH AVENUE 3700 · PORTLAND, OR 97204 | Actuarial | $131,818 |
NEPC, LLC5+ years Service code 17 · EIN 26-1429809 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Pension Consulting | $123,372 |
ADVISORY RESEARCH4 years Filed as: ADVISORY RESEARCH, INC. Service code 28 · EIN 36-2831881 300 NORTH LASALLE BLVD · CHICAGO, IL 60603 | Investment Management | $75,047 |
SEGALL BRYANT & HAMILL4 years Service code 28 · EIN 41-1788385 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $72,796 |
MCMORGAN & COMPANY LLC5+ years Service code 28 · EIN 52-2334338 ONE FRONT STREET 500 · SAN FRANCISCO, CA 94111 | Investment Management | $65,012 |
Filed as: BARLOW COUGHRAN MORALES & JOSEPSON Service code 29 · EIN 91-0889948 1325 FOURTH AVN, STE 910 · SEATTLE, WA 98101 | Legal | $54,803 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 14.22% | 12.20%+2.0pp | 10.56%+3.7pp | 21.83%-7.6pp |
| Employer contribution / active EE | $8,438 | $12,801-34.1% | $30,199-72.1% | $12,237-31.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |