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| Provider | Service type | Compensation |
|---|---|---|
MCMORGAN & COMPANY LLC4+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $776,422 |
LABORERS FUND ADMINISTRATION4+ years Service code 13 · EIN 94-1563547 | Contract Administrator | $620,004 |
MEKETA INVESTMENT GROUP2 years Service code 27 · EIN 47-2126910 | Advisory (Plan) | $272,211 |
SOUTH STATE RPS1 year Filed as: 36 SOUTH CAPITAL ADVISORS Service code 28 | Investment Management | $112,258 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $67,560 |
WEINBERG, ROGER & ROSENFELD3 years Service code 29 · EIN 94-2458080 | Legal | $33,276 |
Filed as: VOYA INVESTMENT TRUST Service code 28 · EIN 06-1440627 | Investment Management | $33,188 |
BULLIVANT HOUSER BAILEY3 years Filed as: BULLIVANT HOUSER & BAILEY Service code 29 · EIN 93-1129534 | Legal | $31,725 |
LINDQUIST LLP2 years Service code 10 · EIN 52-2385296 | Accounting | $24,589 |
STATE STREET GLOBAL ADVISORS4+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $22,696 |
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 | $11,908 | $49,105-75.8% | $92,916-87.2% | $89,609-86.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -1.93% | 32.35%-34.3pp | 109.45%-111.4pp | 33.65%-35.6pp |
| Employer contribution / active EE | $4,008 | $3,373+18.8% | $3,654+9.7% | $2,584+55.1% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $32 | $93-65.7% | $5,796-99.5% | $72-55.6% |