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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 | Investment Management | $285,954 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $204,512 |
BENESYS, INC.4+ years Service code 12 · EIN 93-0446761 | Direct payment from the plan; Plan Ad... | $192,925 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR & COMPANY Service code 28 222 W ADAMS ST. · CHICAGO, IL 60606 | Investment Management | $106,522 |
ULLICO4+ years Filed as: UNION BANK Service code 19 · EIN 94-0304228 | Securities Custodian | $93,945 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $81,003 |
Filed as: BROWNSTEIN, RASK, SWEENEY, KERR Service code 29 · EIN 93-0589000 | Legal | $79,046 |
ULLICO4+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $67,335 |
VERUS4+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $63,000 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $48,297 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 3.35% | 15.22%-11.9pp | 16.32%-13.0pp | 21.83%-18.5pp |
| Employer contribution / active EE | $9,560 | $15,831-39.6% | $31,806-69.9% | $12,237-21.9% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |