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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMINISTRATION Service code 10 · EIN 91-1363171 | Accounting | $786,516 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $465,608 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTANT Service code 28 · EIN 27-2436452 | Investment Management | $404,315 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $336,911 |
US BANK6+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $137,273 |
IFM INVESTORS PTY LTD2 years Service code 28 · EIN 98-0569684 | Investment Management | $124,010 |
JERMAIN, DUNNAGAN & OWENS, PC6+ years Filed as: JERMAIN, DUNNAGAN & OWENS, P.C. Service code 29 · EIN 92-0116216 | Legal | $90,963 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $85,839 |
STATE STREET GLOBAL ADVISORS3 years Service code 28 · EIN 04-0025081 | Investment Management | $70,333 |
ULLICO2 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $54,027 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 27.61% | 19.37%+8.2pp | 11.08%+16.5pp | 15.63%+12.0pp |
| Employer contribution / active EE | $19,233 | $13,107+46.7% | $28,418-32.3% | $11,476+67.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |