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| Provider | Service type | Compensation |
|---|---|---|
ULLICO4+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $1,358,809 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 | Investment Management | $1,120,174 |
WILSON-MCSHANE CORPORATION4+ years Filed as: WILSON MCSHANE Service code 10 · EIN 41-0956552 | Accounting | $1,075,840 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $528,906 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $507,540 |
Service code 28 · EIN 51-0412248 | Investment Management | $473,437 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $437,566 |
BOSTON PARTNERS4+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 98-0202744 | Investment Management | $410,031 |
CASTLEARK MANAGEMENT LLC4+ years Filed as: CASTLEARK Service code 28 · EIN 36-4269427 | Investment Management | $404,550 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $291,270 |
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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 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.00% | -1.95%-3.1pp | -752.26%+747.3pp | -1.95%-3.1pp |
| Employer contribution / active EE | $2,968 | $9,243-67.9% | $31,802-90.7% | $9,243-67.9% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |