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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $10,523,987 |
OPERATING ENGINEERS FUNDS, INC.9+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $7,215,738 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT ADVISER, INC. Service code 51 · EIN 13-5673135 | Investment Mgmt Fees | $1,905,312 |
Service code 29 · EIN 95-4047729 | Legal | $1,152,159 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $1,111,794 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $694,649 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $465,318 |
NEPC, LLC7 years Service code 17 · EIN 26-1429809 | Pension Consulting | $310,092 |
Filed as: PEMBERTON Service code 28 | Investment Management | $255,417 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $154,160 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.12% | 10.11%-2.0pp | 8.10%0pp | 8.85%-0.7pp |
| Employer contribution / active EE | $17,288 | $12,795+35.1% | $28,649-39.7% | $8,529+102.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |