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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 15 · EIN 94-1671384 | Recordkeeping | $1,139,479 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $428,694 |
Filed as: WELFARE & PENSION ADMINISTRATION Service code 10 · EIN 91-1363171 | Accounting | $380,753 |
LABOR TRUST SERVICES, INC.2+ years Filed as: LABOR TRUST SERVICES, INC Service code 12 · EIN 92-6003157 | Claims processing; Other services; Di... | $332,107 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $107,757 |
PACIFIC INCOME ADVISORS2+ years Service code 28 · EIN 95-4067974 | Investment Management | $105,297 |
JERMAIN, DUNNAGAN & OWENS, PC2+ years Filed as: JERMAIN, DUNNAGAN & OWENS, P.C. Service code 29 · EIN 92-0060242 | Legal | $84,717 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $51,303 |
TRIBECA FINANCIAL LLC2+ years Service code 28 · EIN 91-1723315 | Investment Management | $47,222 |
US BANK2+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $46,240 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.07% | 12.33%-2.3pp | 8.32%+1.8pp | 17.84%-7.8pp |
| Employer contribution / active EE | $16,971 | $11,641+45.8% | $30,793-44.9% | $14,688+15.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |