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| Provider | Service type | Compensation |
|---|---|---|
LABORERS FUND ADMINISTRATION10+ years Service code 13 · EIN 94-1563547 | Contract Administrator | $1,259,716 |
MCMORGAN & COMPANY LLC3 years Service code 28 · EIN 52-2334338 | Investment Management | $986,328 |
AMERICAN REALTY ADVISORS3 years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $492,712 |
MEKETA INVESTMENT GROUP8 years Service code 27 · EIN 47-2126910 | Advisory (Plan) | $270,000 |
US BANK1 year Filed as: U.S BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $144,231 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $113,329 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 22 · EIN 52-6435649 | Insurance Broker | $102,316 |
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $98,374 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 · EIN 81-4017137 | Investment Management | $82,547 |
THE SEGAL COMPANY10+ years Service code 16 · EIN 94-1503999 | Consulting | $37,214 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,958 | $166,271-88.0% | $107,187-81.4% | $166,271-88.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.0%+25.0pp | 79.1%+20.9pp |
| Annual return | 7.14% | 15.58%-8.4pp | 204.55%-197.4pp | 15.58%-8.4pp |
| Employer contribution / active EE | $5,209 | $4,136+25.9% | $3,782+37.7% | $4,136+25.9% |
| Participant deferral / active EE | $0 | $7,214-100.0% | $5,096-100.0% | $7,214-100.0% |
| Admin fee / account holder | $43 | $445-90.3% | $9,162-99.5% | $445-90.3% |