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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES, & COMPANY, LP Service code 28 · EIN 04-1554520 | Investment Management | $429,542 |
BENESYS, INC.1+ years Service code 10 · EIN 38-2383171 | Accounting | $428,509 |
Filed as: LABORERS JOINT DELIQUENCY COMM Service code 49 · EIN 38-2286296 | Other Services | $379,010 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $256,500 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 400 EAST PRATT ST STE 910 · BALTIMORE, MD 212023127 | Investment Management | $198,571 |
GOLDMAN SACHS1+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $153,144 |
O'SHAUGHNESSY ASSET MANAGEMENT1+ years Filed as: O'SHAUGHNESSY ASSET MANAGEMENT, LLC Service code 28 6 SUBURBAN AVENUE · STAMFORD, CT 06901 | Investment Management | $140,954 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Management | $126,067 |
CORTINA1+ years Filed as: CORTINA ASSET MANAGEMENT, LLC Service code 28 825 N JEFFERSON, STE 400 · MILWAUKEE, WI 53202 | Investment Management | $108,028 |
Filed as: BARROW, HANLEY,MEWHINNEY & STRAUSS Service code 28 2200 ROSS AVE 3100 · DALLAS, TX 75201 | Investment Management | $107,931 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -1.70% | 3.63%-5.3pp | 4.16%-5.9pp | 9.19%-10.9pp |
| Employer contribution / active EE | $9,731 | $11,363-14.4% | $29,966-67.5% | $12,608-22.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |