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| Provider | Service type | Compensation |
|---|---|---|
LABORERS COMBINED FUNDS8+ years Service code 14 · EIN 25-1333639 | Plan Administrator | $2,309,686 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-4994650 | Advisory (Plan) | $560,102 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 28 · EIN 36-7045759 | Investment Management | $460,595 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNYMELLON Service code 28 · EIN 13-5160382 | Investment Management | $193,649 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY DOMESTIC HOLDINGS IN Service code 27 · EIN 20-8764829 | Advisory (Plan) | $178,000 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 · EIN 22-1211670 | Investment Management | $177,155 |
CALAMOS ADVISORS LLC8+ years Service code 28 · EIN 30-6130253 | Investment Management | $172,442 |
COWDEN ASSOCIATES, INC.4 years Filed as: COWDEN ASSOCIATES INC. Service code 16 · EIN 25-1750131 | Consulting | $148,000 |
RHUMBLINE ADVISORS5 years Filed as: RHUMBLINE ADVISORS LIMITED Service code 28 · EIN 04-3118582 | Investment Management | $116,388 |
Filed as: BOYD WATERSON Service code 28 · EIN 34-1922005 | Investment Management | $110,259 |
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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 | $104,068-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -10.61% | -14.80%+4.2pp | -10.12%-0.5pp | -14.80%+4.2pp |
| Employer contribution / active EE | $10,967 | $8,996+21.9% | $47,166-76.7% | $8,996+21.9% |
| Participant deferral / active EE | $0 | $455-100.0% | $492-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $4,025-100.0% | - |