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| Provider | Service type | Compensation |
|---|---|---|
S.C. PIPE TRADES ADMIN. CORP.1+ years Filed as: SO CAL PIPE TRADES ADMIN CORP Service code 13 · EIN 95-4557526 501 SHATTO PLACE, 5TH FLOOR · LOS ANGELES, CA 90020 | Contract Administrator | $2,424,734 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET, 8TH FLOOR · CAMBRIDGE, MA 02142 | Advisory (Plan) | $609,237 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD., SUITE 800 · GLENDALE, CA 91203 | Investment Management | $475,197 |
WELLINGTON TRUST COMPANY1+ years Service code 51 · EIN 04-2755549 TWO EMBARCADERO CENTER, SUITE 1645 · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $267,291 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER, FLOOR 27 · BOSTON, MA 02111 | Investment Mgmt Fees | $180,217 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHAMPLAIN INVESTMENT Service code 28 · EIN 20-1367417 346 SHELBURNE ROAD · BURLINGTON, VT 05401 | Investment Management | $178,102 |
RAEL & LETSON1+ years Filed as: RAEL LETSON Service code 11 · EIN 94-1701048 35 NORTH LAKE AVENUE · PASADENA, CA 91101 | Actuarial | $147,384 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV. Service code 28 · EIN 41-1533211 297 AMERIPRISE FINANCIAL CENTER · MINNESPOLIS, MN 55474 | Investment Management | $137,863 |
US BANK1+ years Service code 21 · EIN 31-0841368 221 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90012 | Bank Trustee | $115,000 |
Filed as: LAQUER, URBAN, CLIFFORD & HODGE Service code 29 · EIN 95-4047729 225 SOUTH LAKE AVENUE · PASADENA, CA 91101 | Legal | $111,970 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 2.73% | 1.36%+1.4pp | -1.61%+4.3pp | 1.67%+1.1pp |
| Employer contribution / active EE | $11,799 | $10,832+8.9% | $30,840-61.7% | $10,506+12.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |