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| Provider | Service type | Compensation |
|---|---|---|
TDA INVESTMENT GROUP2+ years Filed as: TDA INVESTMENTS GROUP INC. Service code 28 · EIN 94-2799130 | Investment Management | $4,853,252 |
CLTFSC, LLC2+ years Filed as: CLTFSC, INC Service code 49 · EIN 95-4773932 | Other Services | $1,154,106 |
PACIFIC SOUTHWEST ADMINISTRATORS2+ years Service code 12 · EIN 46-4942970 | Contract Administrator; Claims proces... | $1,120,057 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $584,727 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Service code 28 · EIN 01-0614895 | Investment Management | $579,104 |
ULLICO2+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $530,777 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS ASSET MANAGEMENT INC. Service code 28 · EIN 36-3664388 | Investment Management | $527,707 |
CALLAN ASSOCIATES2+ years Filed as: TRADEWINDS GLOBAL INVESTORS, LLC Service code 28 · EIN 02-0767178 | Investment Management | $490,619 |
MD SASS1 year Filed as: M.D. SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $488,630 |
COX, CASTLE & NICHOLSON2+ years Service code 29 · EIN 95-2547124 | Legal | $373,892 |
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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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | 6.17% | 10.64%-4.5pp | 4.16%+2.0pp | 10.64%-4.5pp |
| Employer contribution / active EE | $7,840 | $11,561-32.2% | $29,966-73.8% | $11,561-32.2% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |