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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 14 · EIN 94-3089465 | Plan Administrator | $689,598 |
Filed as: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $681,772 |
SALTZMAN & JOHNSON8+ years Service code 29 · EIN 95-2376174 | Legal | $290,106 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $218,747 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $173,469 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 7501 WISCONSIN AVENUE, SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $171,681 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $157,003 |
FOUNDRY PARTNERS8+ years Service code 28 · EIN 46-1184506 | Investment Management | $155,626 |
THE SEGAL COMPANY5 years Filed as: SEGAL CO Service code 17 · EIN 94-1503999 | Pension Consulting | $139,491 |
FIERA CAPITAL7 years Service code 28 · EIN 13-2726734 375 PARK AVE, 8TH FLOOR · NEW YORK, NY 10152 | Investment Management | $122,596 |
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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 | $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 | -10.47% | -7.95%-2.5pp | -5.85%-4.6pp | 23.41%-33.9pp |
| Employer contribution / active EE | $10,635 | $13,972-23.9% | $31,839-66.6% | $12,650-15.9% |
| 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% |