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| Provider | Service type | Compensation |
|---|---|---|
WELFARE & PENSION ADMIN SERVICE INC10+ years Service code 10 · EIN 91-1363171 | Accounting | $1,024,308 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $554,692 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $397,859 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $383,157 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $239,525 |
NEPC, LLC9 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $220,764 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $212,932 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $193,385 |
Filed as: BARLOW & COUGHRAN, P.S. Service code 29 · EIN 91-0889948 | Legal | $154,145 |
GLOBAL TRUST COMPANY7 years Service code 28 · EIN 26-3761443 | Investment Management | $124,072 |
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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 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 14.02% | 9.21%+4.8pp | 8.34%+5.7pp | 8.76%+5.3pp |
| Employer contribution / active EE | $26,104 | $15,607+67.3% | $30,790-15.2% | $16,664+56.6% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |