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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $467,429 |
Filed as: WELFARE & PENSION ADMINISTRATION Service code 10 · EIN 91-1363171 | Accounting | $427,422 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 | Recordkeeping | $347,811 |
LABOR TRUST SERVICES, INC.4+ years Filed as: LABOR TRUST SERVICES, INC Service code 12 · EIN 92-0134212 | Plan Administrator; Other services; C... | $335,845 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTANT Service code 28 39584 TREASURY CENTER · CHICAGO, IL 60694 | Investment Management | $330,598 |
US BANK4+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $136,697 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $119,609 |
JERMAIN, DUNNAGAN & OWENS, PC4+ years Filed as: JERMAIN, DUNNAGAN & OWENS, P.C. Service code 29 · EIN 92-0116216 | Legal | $107,644 |
ULLICO2 years Filed as: UNION LIFE INSURANCE COMPANY Service code 28 1625 EYE STREET, NW · WASHINGTON, DC 20006 | Investment Management | $91,001 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $86,557 |
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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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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 5.68% | 12.20%-6.5pp | 10.56%-4.9pp | 21.83%-16.2pp |
| Employer contribution / active EE | $18,125 | $12,801+41.6% | $30,199-40.0% | $12,237+48.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |