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| Provider | Service type | Compensation |
|---|---|---|
LABORERS COMBINED FUNDS6+ years Service code 14 · EIN 25-1333639 | Plan Administrator | $2,046,588 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-4994650 | Advisory (Plan) | $452,392 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 28 · EIN 36-7045759 | Investment Management | $409,586 |
CALAMOS ADVISORS LLC6+ years Service code 28 · EIN 30-6130253 | Investment Management | $272,527 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 · EIN 22-1211670 | Investment Management | $249,123 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNYMELLON Service code 28 · EIN 13-5160382 | Investment Management | $207,672 |
Filed as: MORGAN STANLEY DOMESTIC HOLDINGS IN Service code 27 · EIN 20-8764829 | Advisory (Plan) | $178,000 |
BOYD WATTERSON ASSET MANAGEMENT6+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $146,819 |
COWDEN ASSOCIATES, INC.2 years Filed as: COWDEN ASSOCIATES INC. Service code 16 · EIN 25-1750131 | Consulting | $140,000 |
RHUMBLINE ADVISORS3 years Filed as: RHUMBLINE ADVISORS LIMITED Service code 28 · EIN 04-3118582 | Investment Management | $88,535 |
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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 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 8.50% | 5230.06%-5221.6pp | 7.48%+1.0pp | 5230.06%-5221.6pp |
| Employer contribution / active EE | $9,387 | $10,491-10.5% | $39,603-76.3% | $10,491-10.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $172-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |