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| Provider | Service type | Compensation |
|---|---|---|
OPERATING ENGINEERS FUNDS, INC.2+ years Service code 14 · EIN 95-2694167 100 EAST CORSON STREET · PASADENA, CA 91103 | Plan Administrator | $7,744,197 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $4,299,830 |
Filed as: LAQUER URBAN CLIFFORD HODGE Service code 29 · EIN 95-4047729 | Legal | $1,577,832 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON INVESTMENT MGMT Service code 19 · EIN 04-3404987 | Securities Custodian | $1,087,552 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $768,835 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST CO Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $649,626 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-1554520 | Investment Management | $629,634 |
PANAGORA ASSET MANAGEMENT2+ years Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $608,482 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL MGMT Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $409,184 |
HUBER CAPITAL MANAGEMENT2+ years Filed as: HUBER CAPITAL Service code 28 · EIN 20-8441410 | Investment Management | $368,227 |
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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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 11.00% | 1057.21%-1046.2pp | 8.32%+2.7pp | 1057.21%-1046.2pp |
| Employer contribution / active EE | $16,440 | $14,374+14.4% | $30,793-46.6% | $14,374+14.4% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |