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| Provider | Service type | Compensation |
|---|---|---|
LABORERS COMBINED FUNDS2+ years Service code 14 · EIN 25-1333639 | Plan Administrator | $2,127,848 |
Filed as: J.P. MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $513,527 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $431,695 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & CO. LLP Service code 28 · EIN 84-6391546 | Investment Management | $350,130 |
CALAMOS ADVISORS LLC2+ years Service code 28 · EIN 30-6130253 | Investment Management | $267,464 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 · EIN 22-1211670 | Investment Management | $249,868 |
C.S. MCKEE, L.P.2+ years Filed as: C.S. MCKEE L.P. Service code 28 · EIN 25-1900687 | Investment Management | $228,408 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $214,263 |
FOUNDRY PARTNERS2+ years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $180,170 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNYMELLON Service code 28 · EIN 13-5160382 | Investment Management | $176,581 |
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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 | $57,821-100.0% | $176,816-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 39.2%-39.2pp | 5.5%-5.5pp |
| Annual return | 3.19% | 5.86%-2.7pp | 2.89%+0.3pp | 5.86%-2.7pp |
| Employer contribution / active EE | $8,808 | $10,137-13.1% | $39,831-77.9% | $10,137-13.1% |
| Participant deferral / active EE | $0 | $492-100.0% | $99-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $478-100.0% | $387-100.0% |