| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $3,335,585 |
Service code 13 · EIN 91-1363171 | Contract Administrator | $1,729,196 |
ULLICO8+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 51 · EIN 13-1423090 | Investment Mgmt Fees | $863,498 |
SUNTRUST BANKS, INC.8+ years Filed as: STERLING CAPITAL MGMT LLC Service code 51 · EIN 42-1658828 | Investment Mgmt Fees | $474,429 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLIN TEMPLETON INV. COUNSEL LLC Service code 28 · EIN 94-3385113 | Investment Management | $456,465 |
BOSTON TRUST WALDEN COMPANY2 years Filed as: BOSTON TRUST & INV. MGMT. CO Service code 19 · EIN 04-2273811 | Securities Custodian | $449,847 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS, INC Service code 17 · EIN 13-2646110 | Pension Consulting | $410,522 |
Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $347,958 |
LSV ASSET MANAGEMENT8+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $299,655 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $265,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.67% | -14.80%+5.1pp | -5.85%-3.8pp | -14.80%+5.1pp |
| Employer contribution / active EE | $23,683 | $8,996+163.3% | $31,839-25.6% | $8,996+163.3% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |