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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 31-0541755 | Legal | $386,365 |
HESSIAN & MCKASY, PA5 years Filed as: HESSIAN & MCKASY, P.A. Service code 29 · EIN 20-1551306 | Legal | $360,224 |
BENESYS, INC.10+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $332,711 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 25-6078093 | Investment Management | $331,542 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $260,885 |
LITTLER MENDELSON, P.C.3 years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $237,146 |
NATIONAL INVESTMENT SERVICES6 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $233,107 |
IRON WORKERS LOCAL NO. 254 years Service code 14 · EIN 38-6056780 | Plan Administrator | $215,298 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $207,161 |
NEPC, LLC7 years Service code 17 · EIN 26-1429809 | Pension Consulting | $185,000 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.51% | 10.08%-4.6pp | 8.99%-3.5pp | 8.88%-3.4pp |
| Employer contribution / active EE | $30,703 | $15,398+99.4% | $25,171+22.0% | $15,934+92.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |