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| Provider | Service type | Compensation |
|---|---|---|
OPERATING ENGINEERS FUNDS, INC.7+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $6,485,658 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $5,293,392 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON INVST MGMT CAYMAN LTD Service code 51 | Investment Mgmt Fees | $1,839,968 |
Service code 29 · EIN 95-4047729 | Legal | $1,055,362 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $790,635 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $758,335 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $556,243 |
GOLDMAN SACHS4 years Filed as: CRESCENT MEZZANINE PARTNERS VIIB LP Service code 28 · EIN 47-3358654 | Investment Management | $404,490 |
NEPC, LLC5 years Service code 17 · EIN 26-1429809 | Pension Consulting | $276,934 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $177,014 |
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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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -1.71% | -5.36%+3.6pp | -5.85%+4.1pp | 7.68%-9.4pp |
| Employer contribution / active EE | $16,471 | $12,163+35.4% | $31,839-48.3% | $9,142+80.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |