| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS9+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $2,987,801 |
DODGE & COX9+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $2,413,976 |
ILWU-PMA BENEFIT PLANS1 year Filed as: ILWU-PMA BENEFIT PLANS (SALARIES) Service code 12 · EIN 94-6068578 | Claims processing; Contract Administr... | $2,027,122 |
ALAN BILLER & ASSOCIATES9+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $1,287,763 |
LOOMIS SAYLES6 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $1,278,298 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS REALTY INVESTORS LLC Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $1,171,921 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $956,455 |
Filed as: PRUDENTIAL PRISA II Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $876,211 |
PGIM INVESTMENTS1 year Filed as: FIXED INCOME FINANCE PGIM, INC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $771,611 |
Service code 51 · EIN 85-0584508 | Investment Mgmt Fees | $595,988 |
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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 11.61% | 8.85%+2.8pp | 10.53%+1.1pp | 8.85%+2.8pp |
| Employer contribution / active EE | $28,880 | $8,529+238.6% | $26,797+7.8% | $8,529+238.6% |
| Participant deferral / active EE | $0 | $399-100.0% | $122-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |