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| Provider | Service type | Compensation |
|---|---|---|
LABORERS FUND ADMINISTRATION3 years Filed as: LABORER'S FUND ADMINISTRATION Service code 13 · EIN 94-1563547 | Contract Administrator | $4,456,277 |
TDA INVESTMENT GROUP4+ years Service code 28 · EIN 94-2799130 | Investment Management | $968,994 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 27 5796 ARMADA DRIVE · CARLSBAD, CA 92008 | Advisory (Plan) | $789,811 |
BOSTON PARTNERS3 years Service code 28 · EIN 98-0202744 | Investment Management | $440,699 |
MCMORGAN & COMPANY LLC3 years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $396,143 |
SOUTH STATE RPS1 year Filed as: 36 SOUTH CAPITAL ADVISORS LLP Service code 28 | Investment Management | $362,680 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $308,763 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS ST. · LAGUNA BEACH, CA 92651 | Investment Management | $244,172 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 | Investment Management | $227,348 |
DIMENSIONAL FUND ADVISORS4+ years Service code 28 · EIN 30-0447847 | Investment Management | $207,178 |
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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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 3.90% | 24.48%-20.6pp | 10.56%-6.7pp | 24.48%-20.6pp |
| Employer contribution / active EE | $16,025 | $9,418+70.2% | $30,199-46.9% | $9,418+70.2% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |