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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $1,215,609 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-1867445 | Investment Management | $1,085,482 |
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON MCSHANE Service code 10 · EIN 41-0956552 | Accounting | $1,079,635 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $553,183 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $510,965 |
Service code 28 · EIN 51-0412248 | Investment Management | $437,418 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 98-0202744 | Investment Management | $422,712 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $356,011 |
CASTLEARK MANAGEMENT LLC3+ years Filed as: CASTLEARK Service code 28 · EIN 36-4269427 | Investment Management | $346,720 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $261,633 |
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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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 14.66% | 1057.21%-1042.6pp | 8.32%+6.3pp | 1057.21%-1042.6pp |
| Employer contribution / active EE | $2,967 | $14,374-79.4% | $30,793-90.4% | $14,374-79.4% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |