| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS REALTY INVESTORS LLC Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $1,849,186 |
ILWU-PMA BENEFIT PLANS2 years Service code 12 · EIN 94-6068578 | Plan Administrator; Direct payment fr... | $1,693,088 |
ALAN BILLER & ASSOCIATES5+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $1,136,795 |
DODGE & COX5+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $1,101,378 |
Filed as: PRUDENTIAL PICA Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $1,022,586 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $869,159 |
PGIM INVESTMENTS2 years Filed as: PGIM FIXED INCOME FINANCE Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $646,827 |
Filed as: HOTCHKIS AND WILEY CAPITAL MGMT. Service code 51 · EIN 95-4871957 | Investment Mgmt Fees | $382,467 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET CORPORATION Service code 19 · EIN 04-1867445 | Securities Custodian | $328,593 |
STATE STREET GLOBAL ADVISORS5+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $301,064 |
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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 9.08% | 13.80%-4.7pp | 10.57%-1.5pp | 13.80%-4.7pp |
| Employer contribution / active EE | $28,438 | $10,386+173.8% | $29,483-3.5% | $10,386+173.8% |
| Participant deferral / active EE | $0 | $448-100.0% | $150-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |