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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHERN CALIFORNIA PIPE TRADES ADM Service code 14 · EIN 95-4557526 | Plan Administrator | $2,790,504 |
NEW ENGLAND PENSION CONSULTANTS5+ years Service code 28 · EIN 04-0927339 | Investment Management | $855,744 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN REALITY ADVISORS Service code 28 · EIN 33-0123114 | Investment Management | $537,951 |
Filed as: WALTER SCOTT INTERNATIONAL GROUP TR Service code 28 · EIN 76-6192146 | Investment Management | $486,510 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J P MORGAN'S JPMCB STRTEGIC PROPERT Service code 28 · EIN 13-6038770 | Investment Management | $328,587 |
LAKESTAR GROWTH1 year Service code 28 · EIN 98-1473489 | Investment Management | $289,419 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF DISTRESSED REAL ESTATE Service code 51 · EIN 27-3463820 | Investment Mgmt Fees | $282,763 |
Service code 28 · EIN 26-3891733 | Investment Management | $245,018 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD EMERGING MARKETS SMALL CAP E Service code 51 · EIN 45-3626181 | Investment Mgmt Fees | $202,081 |
HEXAVEST INC.2 years Filed as: HEXAVEST WORLD EQUITY FUND Service code 51 · EIN 27-4751991 | Investment Mgmt Fees | $188,970 |
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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 | $0 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 12.27% | 10.84%+1.4pp | 10.56%+1.7pp | 1023.85%-1011.6pp |
| Employer contribution / active EE | $14,173 | $14,186-0.1% | $30,199-53.1% | $11,605+22.1% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |