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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 | $603,440 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 6600 SW 92ND AVE STE 160 · PORTLAND, OR 97223 | Investment Mgmt Fees | $297,569 |
Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 100 PINE ST 29 FLOOR · SAN FRANCISCO, CA 94111 | Investment Management | $245,840 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE. 1500W · BETHESDA, MD 20814 | Securities Custodian | $180,473 |
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 111 SW FIFTH AVENUE 3700 · PORTLAND, OR 97204 | Actuarial | $128,887 |
NEPC, LLC7+ years Service code 17 · EIN 26-1429809 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Pension Consulting | $126,339 |
SEGALL BRYANT & HAMILL6 years Service code 28 · EIN 41-1788385 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $103,047 |
RICE HALL JAMES2 years Filed as: RICE HALL JAMES & ASSOCIATES LLC Service code 28 · EIN 43-1992528 600 WEST BROADWAY STE1000 · SAN DIEGO, CA 921013383 | Investment Management | $83,128 |
Filed as: QUEST INVESTMENT MANAGEMENT LLC Service code 28 · EIN 93-0880854 5335 MEADOWS RD STE400 · LAKE OSWEGO, OR 97035 | Investment Management | $75,121 |
Filed as: BARLOW COUGHRAN MORALES & JOSEPSON Service code 29 · EIN 91-0889948 1325 FOURTH AVN, STE 910 · SEATTLE, WA 98101 | Legal | $62,384 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 13.47% | 19.37%-5.9pp | 11.08%+2.4pp | 15.63%-2.2pp |
| Employer contribution / active EE | $8,357 | $13,107-36.2% | $28,418-70.6% | $11,476-27.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |