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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 91-1363171 | Accounting | $917,091 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $423,194 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $334,915 |
US BANK9+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $119,585 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $115,461 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $86,322 |
Filed as: TURNER STOEVE & GAGLIARDI PS Service code 29 · EIN 91-1282506 | Legal | $64,906 |
STATE STREET GLOBAL ADVISORS6 years Service code 28 · EIN 04-0025081 | Investment Management | $52,611 |
ULLICO5 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $47,174 |
CALPA ADVISORS LLC1 year Service code 28 11250 KIRKLAND WAY SUITE 100 · KIRKLAND, WA 98033 | Investment Management | $37,148 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.98% | 10.33%-0.4pp | 8.10%+1.9pp | 9.30%+0.7pp |
| Employer contribution / active EE | $22,745 | $14,972+51.9% | $28,649-20.6% | $12,551+81.2% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |