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| Provider | Service type | Compensation |
|---|---|---|
TDA INVESTMENT GROUP5+ years Filed as: TDA INVESTMENTS GROUP INC. Service code 28 · EIN 94-2799130 | Investment Management | $6,053,298 |
PACIFIC SOUTHWEST ADMINISTRATORS5+ years Service code 12 · EIN 46-4942970 | Direct payment from the plan; Claims ... | $1,176,059 |
CLTFSC, LLC1 year Service code 49 · EIN 95-4773932 | Other Services | $926,440 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Service code 28 · EIN 01-0614895 | Investment Management | $847,315 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $821,307 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 1417 W CAUSEWAY APPROACH · MANDEVILLE, LA 70471 | Investment Management | $719,509 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS ASSET MANAGEMENT INC. Service code 28 · EIN 36-3664388 | Investment Management | $650,239 |
STRATEGIC GLOBAL ADVISORS2 years Service code 28 100 BAYVIEW CIR STE 650 · NEWPORT BEACH, CA 92660 | Investment Management | $620,221 |
ULLICO5+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $472,891 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP Service code 28 · EIN 95-6597294 | Investment Management | $461,942 |
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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.
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 19.03% | 24.48%-5.5pp | 10.56%+8.5pp | 24.48%-5.5pp |
| Employer contribution / active EE | $9,378 | $9,418-0.4% | $30,199-68.9% | $9,418-0.4% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |