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| Provider | Service type | Compensation |
|---|---|---|
MCMORGAN & COMPANY LLC3+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $659,392 |
LABORERS FUND ADMINISTRATION3+ years Service code 13 · EIN 94-1563547 | Contract Administrator | $547,251 |
MEKETA INVESTMENT GROUP1 year Service code 27 5796 ARMADA DRIVE, SUITE 110 · CARLSBAD, CA 92008 | Advisory (Plan) | $160,417 |
PACIFIC PRINTING1 year Service code 36 1445 MONTEREY HWY · SAN JOSE, CA 95110 | Copying and duplicating; Direct payme... | $140,990 |
Filed as: VOYA INVESTMENT TRUST Service code 28 · EIN 06-1440627 | Investment Management | $58,731 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $56,089 |
WEINBERG, ROGER & ROSENFELD2 years Service code 29 · EIN 94-2458080 | Legal | $39,494 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $36,671 |
BULLIVANT HOUSER BAILEY2 years Filed as: BULLIVANT HOUSER & BAILEY Service code 29 · EIN 93-1129534 | Legal | $34,482 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 | Actuarial | $24,240 |
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 | $11,270 | $49,973-77.4% | $83,831-86.6% | $73,367-84.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | 10.31% | 0.83%+9.5pp | 850.99%-840.7pp | 173.45%-163.1pp |
| Employer contribution / active EE | $3,778 | $3,293+14.7% | $3,631+4.0% | $2,499+51.2% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $32 | $95-66.2% | $5,479-99.4% | $68-52.9% |