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| Provider | Service type | Compensation |
|---|---|---|
LABORERS COMBINED FUNDS4+ years Service code 14 · EIN 25-1333639 | Plan Administrator | $2,084,004 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $442,567 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $439,959 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & CO. LLP Service code 28 · EIN 84-6391546 | Investment Management | $335,196 |
CALAMOS ADVISORS LLC4+ years Service code 28 · EIN 30-6130253 | Investment Management | $312,715 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $237,446 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNYMELLON Service code 28 · EIN 13-5160382 | Investment Management | $177,512 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 · EIN 22-1211670 | Investment Management | $164,401 |
Filed as: CIM INVESTMENTS MANAGEMENT INC. Service code 28 · EIN 25-1738846 | Investment Management | $162,426 |
COWDEN ASSOCIATES, INC.1 year Filed as: COWDEN ASSOCIATIES INC. Service code 16 · EIN 25-1750131 | Consulting | $132,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $157,995-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | -7.97% | 73.13%-81.1pp | 83.75%-91.7pp | 73.13%-81.1pp |
| Employer contribution / active EE | $10,064 | $8,421+19.5% | $41,592-75.8% | $8,421+19.5% |
| Participant deferral / active EE | $0 | $293-100.0% | $77-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $678-100.0% | - |