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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON MCSHANE Service code 10 · EIN 41-0956552 | Accounting | $1,029,796 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $880,829 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $645,876 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Investment Management | $534,454 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $434,525 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 98-0202744 | Investment Management | $425,051 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $424,576 |
Service code 28 · EIN 51-0412248 | Investment Management | $380,994 |
CASTLEARK MANAGEMENT LLC2+ years Filed as: CASTLEARK Service code 28 · EIN 36-4269427 | Investment Management | $288,411 |
WINSLOW CAPITAL MANAGEMENT2+ years Service code 28 · EIN 90-0860898 | Investment Management | $249,783 |
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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 | 7.14% | 10.64%-3.5pp | 4.16%+3.0pp | 10.64%-3.5pp |
| Employer contribution / active EE | $2,836 | $11,561-75.5% | $29,966-90.5% | $11,561-75.5% |
| 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% |