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| Provider | Service type | Compensation |
|---|---|---|
LABORERS FUND ADMINISTRATION6 years Filed as: LABORER'S FUND ADMINISTRATION Service code 13 · EIN 94-1563547 | Contract Administrator | $6,100,975 |
TDA INVESTMENT GROUP7+ years Service code 28 · EIN 94-2799130 | Investment Management | $1,720,941 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 47-5599419 | Investment Management | $962,885 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 27 · EIN 47-2126910 | Advisory (Plan) | $900,000 |
MCMORGAN & COMPANY LLC6 years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $754,994 |
STATE STREET GLOBAL ADVISORS7+ years Service code 28 · EIN 81-4017137 | Investment Management | $484,223 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $428,680 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $368,713 |
PACIFIC PRINTING6 years Service code 36 · EIN 26-4644580 | Copying and duplicating; Direct payme... | $182,438 |
THE SEGAL COMPANY6 years Service code 11 · EIN 94-1503999 | Actuarial | $174,092 |
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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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 4.11% | -5.36%+9.5pp | -5.85%+10.0pp | 7.68%-3.6pp |
| Employer contribution / active EE | $14,997 | $12,163+23.3% | $31,839-52.9% | $9,142+64.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |