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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL LABORERS PENSION FUND7+ years Service code 13 · EIN 37-6052379 | Contract Administrator | $692,688 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND Service code 28 · EIN 20-0928198 | Investment Management | $266,661 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $198,139 |
Service code 28 · EIN 20-0292745 | Investment Management | $69,583 |
ROCKWOOD CAPITAL ADVISORS7+ years Filed as: ROCKWOOD CAPITAL ADVISORS, LLC Service code 28 · EIN 43-1775815 | Investment Management | $33,121 |
ROMOLO & ASSOCIATES4 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $22,575 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE & ASSOCIATES Service code 16 · EIN 36-3485298 | Consulting | $12,500 |
US BANK7+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $11,639 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $9,804 |
CAVANAGH & O'HARA2 years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 | Legal | $7,142 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,021 | $70,048-82.8% | $112,270-89.3% | $78,104-84.6% |
| Participation rate | 99.1% | 84.1%+15.0pp | 75.1%+24.0pp | 74.5%+24.6pp |
| Annual return | -1.15% | -10.85%+9.7pp | 27.49%-28.6pp | 10.90%-12.1pp |
| Employer contribution / active EE | $3,374 | $4,000-15.6% | $3,635-7.2% | $3,128+7.9% |
| Participant deferral / active EE | $7 | $3,679-99.8% | $4,729-99.8% | $5,089-99.9% |
| Admin fee / account holder | $80 | $127-36.8% | $6,411-98.7% | $79+1.5% |