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| Provider | Service type | Compensation |
|---|---|---|
LABORERS FUND ADMINISTRATION8+ years Service code 10 · EIN 94-1563547 | Accounting | $6,775,431 |
TDA INVESTMENT GROUP8+ years Service code 28 · EIN 94-2799130 | Investment Management | $1,568,076 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 27 · EIN 47-2126910 | Advisory (Plan) | $900,000 |
MCMORGAN & COMPANY LLC1 year Service code 28 · EIN 52-2334338 | Investment Management | $541,110 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $437,169 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $262,685 |
THE SEGAL COMPANY7 years Service code 11 · EIN 94-1503999 | Actuarial | $251,331 |
BULLIVANT HOUSER BAILEY1 year Filed as: BULLIVANT HOUSER BAILEY PC Service code 29 · EIN 93-1129534 | Legal | $203,930 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $183,628 |
16 POINTS LLC1 year Service code 61 10101 COND ROYAL PALM · VEGA ALTA, PR 00692 | Finders' fees / placement fees | $167,353 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 0.46% | 7.10%-6.6pp | 20.18%-19.7pp | 13.18%-12.7pp |
| Employer contribution / active EE | $15,713 | $12,760+23.1% | $29,108-46.0% | $8,469+85.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |