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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $6,912,795 |
OPERATING ENGINEERS FUNDS, INC.8+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $6,769,349 |
Filed as: BNY MELLON INVESTMENT ADVISER, INC. Service code 51 · EIN 13-5673135 | Investment Mgmt Fees | $1,661,566 |
Service code 29 · EIN 95-4047729 | Legal | $1,046,616 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $850,121 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $646,011 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $423,080 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $295,604 |
RAEL & LETSON6 years Service code 11 · EIN 94-1701048 | Actuarial | $173,565 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $159,030 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 10.33% | 7.10%+3.2pp | 20.18%-9.9pp | 13.18%-2.9pp |
| Employer contribution / active EE | $16,236 | $12,760+27.2% | $29,108-44.2% | $8,469+91.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |