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| Provider | Service type | Compensation |
|---|---|---|
S.C. PIPE TRADES ADMIN. CORP.3+ 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 | $2,556,848 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 28 · EIN 04-0927339 1 MAIN STREET, 8TH FLOOR · CAMBRIDGE, MA 02142 | Investment Management | $771,878 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD., SUITE 800 · GLENDALE, CA 91203 | Investment Management | $508,636 |
HEXAVEST INC.1 year Filed as: HEXAVEST, INC. Service code 52 · EIN 27-4751991 | Indirect Investment Fees | $254,017 |
Filed as: J P MORGAN Service code 28 · EIN 13-3200244 116 INVERNESS DRIVE EAST · ENGLEWOOD, CO 80112 | Investment Management | $247,193 |
LOOMIS SAYLES3+ 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 | $213,949 |
RAEL & LETSON3+ years Filed as: RAEL LETSON Service code 11 · EIN 94-1701048 35 NORTH LAKE AVENUE · PASADENA, CA 91101 | Actuarial | $197,763 |
WELLINGTON TRUST COMPANY3+ years Service code 51 · EIN 04-2755549 TWO EMBARCADERO CENTER, SUITE 1645 · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $159,929 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHAMPLAIN INVESTMENT Service code 28 · EIN 20-1367417 346 SHELBURNE ROAD · BURLINGTON, VT 05401 | Investment Management | $139,286 |
AMERICAN FUNDS1 year Filed as: EB DV DYNAMIC GROWTH FUND Service code 52 ONE BOSTON PLACE, 201 WASHINGTON ST · BOSTON, MA 02108 | Indirect Investment Fees | $133,891 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.21% | 16.32%-6.1pp | 8.32%+1.9pp | 16.32%-6.1pp |
| Employer contribution / active EE | $12,852 | $12,766+0.7% | $30,793-58.3% | $12,766+0.7% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |