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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 15 · EIN 94-1671384 | Recordkeeping | $1,162,648 |
Filed as: WELFARE & PENSION ADMINISTRATION Service code 10 · EIN 91-1363171 | Accounting | $412,540 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $344,144 |
LABOR TRUST SERVICES, INC.1+ years Filed as: LABOR TRUST SERVICES, INC Service code 12 · EIN 92-6003157 | Other services; Direct payment from t... | $322,434 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $113,438 |
PACIFIC INCOME ADVISORS1+ years Service code 28 · EIN 95-4067974 | Investment Management | $107,815 |
JERMAIN, DUNNAGAN & OWENS, PC1+ years Filed as: JERMAIN, DUNNAGAN & OWENS, P.C. Service code 29 · EIN 92-0060242 | Legal | $103,146 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $72,731 |
STRATEGIC PROPERTY ADVISORS1+ years Filed as: STATEGIC PROPERTY ADVISORS, INC Service code 28 · EIN 33-0279936 | Investment Management | $55,947 |
US BANK1+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $35,244 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -1.57% | 3.63%-5.2pp | 4.16%-5.7pp | 9.19%-10.8pp |
| Employer contribution / active EE | $15,521 | $11,363+36.6% | $29,966-48.2% | $12,608+23.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |