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| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O1+ years Filed as: C.F.A.O. Service code 14 · EIN 94-1557079 | Plan Administrator | $4,461,658 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $1,669,725 |
BLACKROCK1+ years Service code 28 · EIN 13-3806691 | Investment Management | $1,135,510 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2544634 | Investment Management | $1,068,207 |
GERDING EDLEN1+ years Service code 28 1477 NW EVERETT ST. · PORTLAND, OR 97209 | Investment Management | $793,880 |
POST ADVISORY GROUP1+ years Service code 28 · EIN 95-4818300 | Investment Management | $767,580 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 | Investment Management | $633,424 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $623,665 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL Service code 28 · EIN 42-1479618 | Investment Management | $526,934 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL ASSET MGMT Service code 28 · EIN 41-1460668 | Investment Management | $507,575 |
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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 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | 7.28% | 10.64%-3.4pp | 4.16%+3.1pp | 10.64%-3.4pp |
| Employer contribution / active EE | $13,254 | $11,561+14.6% | $29,966-55.8% | $11,561+14.6% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |