| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 95-3687194 | Contract Administrator | $3,580,663 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $2,683,824 |
ALAN BILLER & ASSOCIATES7+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $930,000 |
DECARLO & SHANLEY1 year Filed as: SHANLEY APC Service code 29 · EIN 87-3029070 | Legal | $624,320 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE GROUP LLC Service code 49 · EIN 27-2635011 | Other Services | $489,854 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $387,491 |
CHEIRON6 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $378,553 |
Service code 28 · EIN 86-1880507 | Investment Management | $360,506 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $343,409 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $182,000 |
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 | $0 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 16.17% | 13.51%+2.7pp | 11.08%+5.1pp | 13.51%+2.7pp |
| Employer contribution / active EE | $8,256 | $8,170+1.0% | $28,418-70.9% | $8,170+1.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |