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| Provider | Service type | Compensation |
|---|---|---|
OPERATING ENGINEERS FUNDS, INC.6+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $6,503,738 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 52 · EIN 91-1042342 | Indirect Investment Fees | $5,354,060 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVST MGMT CAYMAN LTD Service code 51 | Investment Mgmt Fees | $1,626,169 |
Service code 29 · EIN 95-4047729 | Legal | $1,003,305 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $733,638 |
GOLDMAN SACHS3 years Filed as: CRESCENT MEZZANINE PARTNERS VIIB LP Service code 28 · EIN 47-3358654 | Investment Management | $618,515 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $541,339 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $497,280 |
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $264,798 |
GOLDMAN SACHS4 years Filed as: CRESCENT MEZZANINE PARTNERS VIB LP Service code 28 · EIN 80-0790681 | Investment Management | $187,689 |
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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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 26.17% | 13.51%+12.7pp | 11.08%+15.1pp | 13.51%+12.7pp |
| Employer contribution / active EE | $17,110 | $8,170+109.4% | $28,418-39.8% | $8,170+109.4% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |