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| Provider | Service type | Compensation |
|---|---|---|
MCMORGAN & COMPANY LLC1+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 94-1650768 | Investment Management | $473,891 |
LABORERS FUND ADMINISTRATION1+ years Service code 14 · EIN 94-1563547 220 CAMPUS LANE · FAIRFIELD, CA 94534 | Plan Administrator | $396,528 |
WEINBERG, ROGER & ROSENFELD1+ years Filed as: WEINBERG, ET.AL. Service code 29 · EIN 94-2458080 | Legal | $83,422 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $52,644 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $50,939 |
BULLIVANT HOUSER BAILEY1+ years Filed as: BULLIVANT, HOUSER & BAILEY Service code 29 · EIN 93-6246493 | Legal | $48,404 |
VERUS1+ years Filed as: VERUS ADVISORY INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $16,635 |
THE SEGAL COMPANY1+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $14,510 |
HEMMING MORSE1+ years Service code 10 · EIN 30-0702322 | Accounting | $12,093 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $51,897-100.0% | $84,753-100.0% | $329,111-100.0% |
| Participation rate | 0.0% | 73.2%-73.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | -3.16% | 11.82%-15.0pp | 22.78%-25.9pp | 16.35%-19.5pp |
| Employer contribution / active EE | $631 | $3,022-79.1% | $3,574-82.3% | $2,303-72.6% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,333-100.0% | $754-100.0% |