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| Provider | Service type | Compensation |
|---|---|---|
LABORERS FUND ADMINISTRATION4 years Filed as: LABORER'S FUND ADMINISTRATION Service code 13 · EIN 94-1563547 | Contract Administrator | $5,031,328 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 27 · EIN 47-2126910 | Advisory (Plan) | $975,000 |
TDA INVESTMENT GROUP5+ years Service code 28 · EIN 94-2799130 | Investment Management | $882,424 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 47-5599419 | Investment Management | $637,801 |
MCMORGAN & COMPANY LLC4 years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $570,420 |
BOSTON PARTNERS4 years Service code 28 · EIN 98-0202744 | Investment Management | $406,129 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $329,773 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 04-1867445 | Investment Management | $296,048 |
THE SEGAL COMPANY4 years Service code 11 · EIN 94-1503999 | Actuarial | $137,072 |
LINDQUIST LLP3 years Service code 10 · EIN 52-2385296 | Accounting | $128,592 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 6.50% | 13.80%-7.3pp | 8.01%-1.5pp | 13.80%-7.3pp |
| Employer contribution / active EE | $15,425 | $10,386+48.5% | $29,476-47.7% | $10,386+48.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |