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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 91-1363171 | Accounting | $879,090 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $392,384 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $373,366 |
IFM INVESTORS PTY LTD4 years Service code 52 · EIN 98-0569684 | Indirect Investment Fees | $157,651 |
US BANK8+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $120,546 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $104,168 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $65,406 |
STATE STREET GLOBAL ADVISORS5 years Service code 28 · EIN 04-0025081 | Investment Management | $63,432 |
JERMAIN, DUNNAGAN & OWENS, PC8+ years Filed as: JERMAIN, DUNNAGAN & OWENS, P.C. Service code 29 · EIN 92-0116216 | Legal | $51,643 |
ULLICO4 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $45,658 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 8.62% | 7.95%+0.7pp | 20.18%-11.6pp | 9.11%-0.5pp |
| Employer contribution / active EE | $22,620 | $14,684+54.1% | $29,108-22.3% | $12,231+84.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |