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| Provider | Service type | Compensation |
|---|---|---|
OPERATING ENGINEERS FUNDS, INC.4+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $9,016,027 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $4,747,888 |
Filed as: BNY MELLON INVST MGMT CAYMAN LTD Service code 51 | Investment Mgmt Fees | $1,183,739 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $1,048,762 |
Service code 29 · EIN 95-4047729 | Legal | $1,009,807 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $423,221 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $379,152 |
RICE HALL JAMES2 years Filed as: RICE HALL JAMES & ASSOCIATES, LLC Service code 51 · EIN 43-1992528 | Investment Mgmt Fees | $349,711 |
GOLDMAN SACHS1 year Filed as: CRESCENT MEZZANINE PARTNERS VIIB LP Service code 28 · EIN 47-3358654 | Investment Management | $323,983 |
PANAGORA ASSET MANAGEMENT2 years Filed as: PANAGORA ASSET MANAGEMENT INC Service code 28 · EIN 04-3063840 | Investment Management | $318,851 |
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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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Annual investment return is in the bottom quintile of the peer cohort.
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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 3.88% | 24.48%-20.6pp | 10.56%-6.7pp | 24.48%-20.6pp |
| Employer contribution / active EE | $16,486 | $9,418+75.1% | $30,199-45.4% | $9,418+75.1% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |