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| Provider | Service type | Compensation |
|---|---|---|
OPERATING ENGINEERS FUNDS, INC.3+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $8,906,216 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $4,551,266 |
Filed as: BNY MELLON INVESTMENT MGMT CAYMAN Service code 28 · EIN 04-3404987 | Investment Management | $1,155,671 |
Service code 29 · EIN 95-4047729 | Legal | $1,024,059 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $798,135 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $781,612 |
Filed as: PANAGORA ASSET MANAGEMENT INC Service code 28 · EIN 04-3063840 | Investment Management | $652,945 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $393,387 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT INC Service code 28 · EIN 95-3692822 | Investment Management | $380,615 |
GOLDMAN SACHS1 year Filed as: CRESCENT MEZZANINE PARTNERS VIB LP Service code 28 · EIN 80-0790681 | Investment Management | $347,086 |
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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 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 10.96% | -1.95%+12.9pp | -752.26%+763.2pp | -1.95%+12.9pp |
| Employer contribution / active EE | $16,859 | $9,243+82.4% | $31,802-47.0% | $9,243+82.4% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |