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| Provider | Service type | Compensation |
|---|---|---|
LABORERS COMBINED FUNDS1+ years Service code 14 · EIN 25-1333639 | Plan Administrator | $1,792,717 |
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE L.P. Service code 28 · EIN 25-1900687 | Investment Management | $516,019 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J. P. MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $477,449 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $437,719 |
CALAMOS ADVISORS LLC1+ years Service code 28 · EIN 30-6130253 | Investment Management | $265,182 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO. LLP Service code 28 · EIN 84-6391546 | Investment Management | $265,112 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 · EIN 22-1211670 | Investment Management | $262,746 |
FOUNDRY PARTNERS1+ years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $233,671 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $219,798 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $178,095 |
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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 | $219,249-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | 0.27% | 3.11%-2.8pp | 1.50%-1.2pp | 3.11%-2.8pp |
| Employer contribution / active EE | $8,218 | $9,361-12.2% | $37,746-78.2% | $9,361-12.2% |
| Participant deferral / active EE | $0 | $375-100.0% | $87-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |