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| Provider | Service type | Compensation |
|---|---|---|
TDA INVESTMENT GROUP4+ years Filed as: TDA INVESTMENTS GROUP INC. Service code 28 · EIN 94-2799130 | Investment Management | $4,956,710 |
PACIFIC SOUTHWEST ADMINISTRATORS4+ years Service code 12 · EIN 46-4942970 | Direct payment from the plan; Claims ... | $1,176,059 |
CLTFSC, LLC4+ years Filed as: CLTFSC, INC Service code 49 · EIN 95-4773932 | Other Services | $1,038,412 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Service code 28 · EIN 01-0614895 | Investment Management | $813,170 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $773,515 |
MD SASS3 years Filed as: M.D. SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $611,785 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS ASSET MANAGEMENT INC. Service code 28 · EIN 36-3664388 | Investment Management | $604,925 |
ULLICO4+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $454,746 |
COX, CASTLE & NICHOLSON4+ years Service code 29 · EIN 95-2547124 | Legal | $422,241 |
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $349,930 |
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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 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.84% | -1.95%-1.9pp | -752.26%+748.4pp | -1.95%-1.9pp |
| Employer contribution / active EE | $8,949 | $9,243-3.2% | $31,802-71.9% | $9,243-3.2% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |