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| Provider | Service type | Compensation |
|---|---|---|
MCMORGAN & COMPANY LLC2+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 94-1650768 | Investment Management | $540,111 |
LABORERS FUND ADMINISTRATION2+ years Service code 13 · EIN 94-1563547 | Contract Administrator | $515,683 |
Service code 29 · EIN 94-2458080 | Legal | $69,640 |
Filed as: VOYA INVESTMENT TRUST Service code 28 · EIN 06-1440627 | Investment Management | $64,984 |
BULLIVANT HOUSER BAILEY1 year Filed as: BULLIVANT HOUSER & BAILEY Service code 29 · EIN 93-1129534 | Legal | $56,931 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $48,189 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $47,894 |
Service code 28 · EIN 93-1307497 | Investment Management | $37,552 |
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 | Accounting | $35,030 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 | Actuarial | $18,100 |
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 | $8,979 | $54,788-83.6% | $92,240-90.3% | $80,976-88.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 34.26% | 13.07%+21.2pp | 176.29%-142.0pp | 22.91%+11.4pp |
| Employer contribution / active EE | $2,772 | $3,430-19.2% | $3,680-24.7% | $2,402+15.4% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $25 | $96-74.1% | $5,194-99.5% | $67-63.2% |