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| Provider | Service type | Compensation |
|---|---|---|
LABORERS COMBINED FUNDS9+ years Service code 14 · EIN 25-1333639 | Plan Administrator | $1,523,313 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 28 · EIN 36-7045759 | Investment Management | $503,327 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-4994650 | Advisory (Plan) | $463,800 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 · EIN 22-1211670 | Investment Management | $410,629 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNYMELLON Service code 28 · EIN 13-5160382 | Investment Management | $204,786 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $177,250 |
COWDEN ASSOCIATES, INC.5 years Filed as: COWDEN ASSOCIATES INC. Service code 16 · EIN 25-1750131 | Consulting | $152,000 |
BOYD WATTERSON ASSET MANAGEMENT9+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $132,750 |
RHUMBLINE ADVISORS6 years Filed as: RHUMBLINE ADVISORS LIMITED Service code 28 · EIN 04-3118582 | Investment Management | $123,694 |
CALAMOS ADVISORS LLC9+ years Service code 28 · EIN 30-6130253 | Investment Management | $122,436 |
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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 | $337,745-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 0.0%0pp |
| Annual return | 13.14% | 33.11%-20.0pp | 9.57%+3.6pp | 33.11%-20.0pp |
| Employer contribution / active EE | $11,105 | $9,000+23.4% | $39,814-72.1% | $9,000+23.4% |
| Participant deferral / active EE | $0 | $680-100.0% | $46-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $352,588-100.0% | - |