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| Provider | Service type | Compensation |
|---|---|---|
CFAO1 year Service code 14 · EIN 94-1557079 | Plan Administrator | $3,913,557 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $1,683,086 |
MCMORGAN & COMPANY LLC3+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $1,618,525 |
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-2544634 | Investment Management | $1,284,415 |
BLACKROCK3+ years Service code 28 · EIN 13-3806691 | Investment Management | $1,031,030 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $996,821 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $813,455 |
POST ADVISORY GROUP3+ years Service code 28 · EIN 95-4818300 | Investment Management | $737,588 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC GLOBAL ASSET MGMT Service code 28 · EIN 41-1460668 | Investment Management | $718,038 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL GLOBAL Service code 28 · EIN 42-1479618 | Investment Management | $667,131 |
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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 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 11.19% | -1.95%+13.1pp | -752.26%+763.4pp | -1.95%+13.1pp |
| Employer contribution / active EE | $13,833 | $9,243+49.7% | $31,802-56.5% | $9,243+49.7% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |