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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION8+ years Filed as: WILSON MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $1,371,566 |
STATE STREET GLOBAL ADVISORS8+ years Service code 28 · EIN 81-4017137 | Investment Management | $1,348,113 |
ULLICO8+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $771,692 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $685,864 |
BOSTON PARTNERS8+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 98-0202744 | Investment Management | $520,873 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $510,134 |
Service code 28 · EIN 51-0412248 | Investment Management | $436,800 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $433,904 |
CASTLEARK MANAGEMENT LLC2 years Filed as: CASTLEARK MANAGEMENT, LLC Service code 28 · EIN 36-4269427 | Investment Management | $279,296 |
SCOUT INVESTMENTS, INC.8+ years Filed as: SCOUT INVESTMENTS Service code 28 · EIN 43-1925734 | Investment Management | $249,355 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -12.89% | -5.36%-7.5pp | -5.85%-7.0pp | 7.68%-20.6pp |
| Employer contribution / active EE | $3,711 | $12,163-69.5% | $31,839-88.3% | $9,142-59.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |