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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 91-1363171 | Accounting | $885,971 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTANT Service code 28 · EIN 27-2436452 | Investment Management | $421,892 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $385,142 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $186,319 |
IFM INVESTORS PTY LTD3 years Service code 51 · EIN 98-0569684 | Investment Mgmt Fees | $147,105 |
US BANK7+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $125,290 |
JERMAIN, DUNNAGAN & OWENS, PC7+ years Filed as: JERMAIN, DUNNAGAN & OWENS, P.C. Service code 29 · EIN 92-0116216 | Legal | $98,990 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $77,534 |
ULLICO3 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $59,924 |
STATE STREET GLOBAL ADVISORS4 years Service code 28 · EIN 04-0025081 | Investment Management | $47,484 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -5.46% | -7.95%+2.5pp | -5.85%+0.4pp | 23.41%-28.9pp |
| Employer contribution / active EE | $20,354 | $13,972+45.7% | $31,839-36.1% | $12,650+60.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |