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| Provider | Service type | Compensation |
|---|---|---|
LABORERS COMBINED FUNDS7+ years Service code 14 · EIN 25-1333639 | Plan Administrator | $2,115,164 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-4994650 | Advisory (Plan) | $488,879 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 28 · EIN 36-7045759 | Investment Management | $483,042 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNYMELLON Service code 28 · EIN 13-5160382 | Investment Management | $239,248 |
CALAMOS ADVISORS LLC7+ years Service code 28 · EIN 30-6130253 | Investment Management | $221,112 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 · EIN 22-1211670 | Investment Management | $178,786 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DOMESTIC HOLDINGS IN Service code 27 · EIN 20-8764829 | Advisory (Plan) | $178,000 |
BOYD WATTERSON ASSET MANAGEMENT7+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $144,161 |
COWDEN ASSOCIATES, INC.3 years Filed as: COWDEN ASSOCIATES INC. Service code 16 · EIN 25-1750131 | Consulting | $144,000 |
RHUMBLINE ADVISORS4 years Filed as: RHUMBLINE ADVISORS LIMITED Service code 28 · EIN 04-3118582 | Investment Management | $122,907 |
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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 | $202,277-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | 15.41% | 19.39%-4.0pp | 8.88%+6.5pp | 19.39%-4.0pp |
| Employer contribution / active EE | $10,727 | $8,446+27.0% | $42,607-74.8% | $8,446+27.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $94-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $2,086-100.0% | - |