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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION5+ years Filed as: WILSON MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $1,124,640 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 81-4017137 | Investment Management | $1,098,288 |
ULLICO5+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $727,803 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 90-0622302 | Investment Management | $699,393 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $515,825 |
Service code 28 · EIN 51-0412248 | Investment Management | $468,798 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $448,723 |
BOSTON PARTNERS5+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 98-0202744 | Investment Management | $417,911 |
CASTLEARK MANAGEMENT LLC5+ years Filed as: CASTLEARK Service code 28 · EIN 36-4269427 | Investment Management | $361,897 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $279,331 |
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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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 17.25% | 24.48%-7.2pp | 10.56%+6.7pp | 24.48%-7.2pp |
| Employer contribution / active EE | $3,160 | $9,418-66.5% | $30,199-89.5% | $9,418-66.5% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |