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| Provider | Service type | Compensation |
|---|---|---|
OPERATING ENGINEERS FUNDS, INC.1+ years Service code 14 · EIN 95-2694167 100 EAST CORSON STREET · PASADENA, CA 91103 | Plan Administrator | $7,656,475 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $3,957,653 |
Filed as: LAQUER URBAN CLIFFORD HODGE Service code 29 · EIN 95-4047729 | Legal | $1,661,200 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON INVESTMENT MGMT Service code 19 · EIN 04-3404987 | Securities Custodian | $1,012,119 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $787,869 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST CO Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $670,780 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-1554520 | Investment Management | $575,251 |
PANAGORA ASSET MANAGEMENT1+ years Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $508,956 |
HUBER CAPITAL MANAGEMENT1+ years Filed as: HUBER CAPITAL Service code 28 · EIN 20-8441410 | Investment Management | $421,627 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MGMT Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $346,410 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | 6.02% | 10.64%-4.6pp | 4.16%+1.9pp | 10.64%-4.6pp |
| Employer contribution / active EE | $16,928 | $11,561+46.4% | $29,966-43.5% | $11,561+46.4% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |