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| Provider | Service type | Compensation |
|---|---|---|
LABORERS FUND ADMINISTRATION5 years Filed as: LABORER'S FUND ADMINISTRATION Service code 13 · EIN 94-1563547 | Contract Administrator | $5,473,237 |
TDA INVESTMENT GROUP6+ years Service code 28 · EIN 94-2799130 | Investment Management | $1,311,443 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 27 · EIN 47-2126910 | Advisory (Plan) | $900,000 |
MCMORGAN & COMPANY LLC5 years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $861,457 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 47-5599419 | Investment Management | $786,607 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $357,365 |
US BANK6+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $350,324 |
STATE STREET GLOBAL ADVISORS6+ years Service code 28 · EIN 04-1867445 | Investment Management | $219,124 |
PACIFIC PRINTING5 years Service code 36 · EIN 26-4644580 | Direct payment from the plan; Copying... | $179,192 |
THE SEGAL COMPANY5 years Service code 11 · EIN 94-1503999 | Actuarial | $165,785 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 15.39% | 13.51%+1.9pp | 11.08%+4.3pp | 13.51%+1.9pp |
| Employer contribution / active EE | $14,984 | $8,170+83.4% | $28,418-47.3% | $8,170+83.4% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |