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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 | $672,923 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 6600 SW 92ND AVE STE 160 · PORTLAND, OR 97223 | Investment Mgmt Fees | $328,582 |
THE BANK OF NEW YORK MELLON3 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 | $267,634 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE. 1500W · BETHESDA, MD 20814 | Securities Custodian | $169,840 |
NEPC, LLC9+ years Service code 17 · EIN 26-1429809 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Pension Consulting | $141,194 |
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 111 SW FIFTH AVENUE 3700 · PORTLAND, OR 97204 | Actuarial | $115,837 |
SEGALL BRYANT & HAMILL8 years Service code 28 · EIN 41-1788385 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $96,335 |
RICE HALL JAMES4 years Filed as: RICE HALL JAMES & ASSOCIATES LLC Service code 28 · EIN 43-1992528 600 WEST BROADWAY STE1000 · SAN DIEGO, CA 921013383 | Investment Management | $71,842 |
Filed as: BARLOW COUGHRAN MORALES & JOSEPSON Service code 29 · EIN 91-0889948 1325 FOURTH AVN, STE 910 · SEATTLE, WA 98101 | Legal | $65,285 |
MCMORGAN & COMPANY LLC9+ 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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 9.12% | 7.95%+1.2pp | 20.18%-11.1pp | 9.11%0pp |
| Employer contribution / active EE | $9,219 | $14,684-37.2% | $29,108-68.3% | $12,231-24.6% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |