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| Provider | Service type | Compensation |
|---|---|---|
TDA INVESTMENT GROUP3+ years Filed as: TDA INVESTMENTS GROUP INC. Service code 28 · EIN 94-2799130 | Investment Management | $4,947,814 |
CLTFSC, LLC3+ years Filed as: CLTFSC, INC Service code 49 · EIN 95-4773932 | Other Services | $1,206,300 |
PACIFIC SOUTHWEST ADMINISTRATORS3+ years Service code 12 · EIN 46-4942970 | Claims processing; Copying and duplic... | $1,120,057 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Service code 28 · EIN 01-0614895 | Investment Management | $690,324 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $687,813 |
MD SASS2 years Filed as: M.D. SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $635,016 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS ASSET MANAGEMENT INC. Service code 28 · EIN 36-3664388 | Investment Management | $586,882 |
ULLICO3+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $474,887 |
US BANK3+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $327,101 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $295,418 |
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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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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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 12.60% | 1057.21%-1044.6pp | 8.32%+4.3pp | 1057.21%-1044.6pp |
| Employer contribution / active EE | $8,326 | $14,374-42.1% | $30,793-73.0% | $14,374-42.1% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |