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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION7+ years Filed as: WILSON MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $1,307,088 |
ULLICO7+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $862,344 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $661,797 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $570,466 |
BOSTON PARTNERS7+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 98-0202744 | Investment Management | $560,558 |
Service code 28 · EIN 51-0412248 | Investment Management | $525,023 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $485,209 |
CASTLEARK MANAGEMENT LLC1 year Filed as: CASTLEARK MANAGEMENT, LLC Service code 28 · EIN 36-4269427 | Investment Management | $480,736 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $423,244 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $398,304 |
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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 | $0 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 12.37% | 13.51%-1.1pp | 11.08%+1.3pp | 13.51%-1.1pp |
| Employer contribution / active EE | $3,097 | $8,170-62.1% | $28,418-89.1% | $8,170-62.1% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |