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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMINISTRATION Service code 10 · EIN 91-1363171 | Accounting | $624,237 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $404,929 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTANT Service code 28 · EIN 27-2436452 | Investment Management | $361,133 |
IFM INVESTORS PTY LTD1 year Service code 28 · EIN 98-0569684 | Investment Management | $352,880 |
US BANK5+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $172,992 |
LABOR TRUST SERVICES, INC.5+ years Filed as: LABOR TRUST SERVICES, INC Service code 12 · EIN 92-0134212 | Plan Administrator; Contract Administ... | $140,013 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $113,459 |
JERMAIN, DUNNAGAN & OWENS, PC5+ years Filed as: JERMAIN, DUNNAGAN & OWENS, P.C. Service code 29 · EIN 92-0116216 | Legal | $103,084 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $79,785 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 04-0025081 | Investment Management | $66,492 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -1.72% | 6.82%-8.5pp | 8.01%-9.7pp | 12.86%-14.6pp |
| Employer contribution / active EE | $17,941 | $12,695+41.3% | $29,476-39.1% | $13,687+31.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |