| Provider | Service type | Compensation |
|---|---|---|
Filed as: WA CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1042342 | Investment Management | $2,963,159 |
Service code 13 · EIN 91-1363171 | Contract Administrator | $1,869,698 |
ULLICO9+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 51 · EIN 13-1423090 | Investment Mgmt Fees | $1,277,931 |
LSV ASSET MANAGEMENT9+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $515,320 |
BOSTON PARTNERS1 year Filed as: BOSTON TRUST Service code 19 · EIN 04-2273811 | Securities Custodian | $488,758 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING CAPTIAL MGMT LLC Service code 51 · EIN 42-1658828 | Investment Mgmt Fees | $471,641 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLTON Service code 28 · EIN 94-3385113 | Investment Management | $468,044 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS, INC Service code 17 · EIN 13-2646110 | Pension Consulting | $410,893 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 50 · EIN 33-0629048 | Direct Payment | $358,121 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $270,734 |
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 9.58% | 33.11%-23.5pp | 20.18%-10.6pp | 33.11%-23.5pp |
| Employer contribution / active EE | $25,050 | $9,000+178.3% | $29,108-13.9% | $9,000+178.3% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |