| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 95-3687194 | Contract Administrator | $4,668,739 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $2,710,244 |
ALAN BILLER & ASSOCIATES8+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $930,000 |
DECARLO & SHANLEY2 years Filed as: SHANLEY APC Service code 29 · EIN 87-3029070 | Legal | $828,339 |
UNION PRESS2 years Service code 49 · EIN 20-5488248 | Other Services | $428,033 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $358,148 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $353,698 |
YOUSIF CAPITAL MANAGEMENT2 years Service code 28 · EIN 86-1880507 | Investment Management | $315,003 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $245,000 |
Service code 29 · EIN 95-2375841 | Legal | $218,132 |
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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -7.74% | -5.36%-2.4pp | -5.85%-1.9pp | 7.68%-15.4pp |
| Employer contribution / active EE | $5,748 | $12,163-52.7% | $31,839-81.9% | $9,142-37.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |