Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 | Recordkeeping | $995,280 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $447,157 |
Filed as: WELFARE & PENSION ADMINISTRATION Service code 10 · EIN 91-1363171 | Accounting | $402,349 |
LABOR TRUST SERVICES, INC.3+ years Filed as: LABOR TRUST SERVICES, INC Service code 12 · EIN 92-0134212 | Other services; Contract Administrato... | $332,107 |
PACIFIC INCOME ADVISORS3+ years Service code 28 · EIN 95-4067974 | Investment Management | $137,770 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $132,945 |
JERMAIN, DUNNAGAN & OWENS, PC3+ years Filed as: JERMAIN, DUNNAGAN & OWENS, P.C. Service code 29 · EIN 92-0116216 | Legal | $95,675 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $82,200 |
US BANK3+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $47,504 |
ULLICO1 year Filed as: UNION LIFE INSURANCE COMPANY Service code 28 1625 EYE STREET, NW · WASHINGTON, DC 20006 | Investment Management | $40,929 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 7.56% | 2.02%+5.5pp | -752.26%+759.8pp | 33.37%-25.8pp |
| Employer contribution / active EE | $17,243 | $12,422+38.8% | $31,802-45.8% | $11,253+53.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |