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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 | $657,651 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 6600 SW 92ND AVE STE 160 · PORTLAND, OR 97223 | Investment Mgmt Fees | $331,604 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 100 PINE ST 29 FLOOR · SAN FRANCISCO, CA 94111 | Investment Management | $245,538 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE. 1500W · BETHESDA, MD 20814 | Securities Custodian | $192,264 |
NEPC, LLC8+ years Service code 17 · EIN 26-1429809 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Pension Consulting | $139,880 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 111 SW FIFTH AVENUE 3700 · PORTLAND, OR 97204 | Actuarial | $120,380 |
SEGALL BRYANT & HAMILL7 years Service code 28 · EIN 41-1788385 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $90,651 |
RICE HALL JAMES3 years Filed as: RICE HALL JAMES & ASSOCIATES LLC Service code 28 · EIN 43-1992528 600 WEST BROADWAY STE1000 · SAN DIEGO, CA 921013383 | Investment Management | $71,448 |
Filed as: BARLOW COUGHRAN MORALES & JOSEPSON Service code 29 · EIN 91-0889948 1325 FOURTH AVN, STE 910 · SEATTLE, WA 98101 | Legal | $70,498 |
MCMORGAN & COMPANY LLC8+ years Service code 28 · EIN 52-2334338 ONE FRONT STREET 500 · SAN FRANCISCO, CA 94111 | Investment Management | $64,325 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.98% | -7.95%-3.0pp | -5.85%-5.1pp | 23.41%-34.4pp |
| Employer contribution / active EE | $8,765 | $13,972-37.3% | $31,839-72.5% | $12,650-30.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |