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| Provider | Service type | Compensation |
|---|---|---|
MCMORGAN & COMPANY LLC6+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $913,992 |
LABORERS FUND ADMINISTRATION6+ years Service code 13 · EIN 94-1563547 | Contract Administrator | $762,804 |
MEKETA INVESTMENT GROUP4 years Service code 27 · EIN 47-2126910 | Advisory (Plan) | $210,000 |
US BANK6+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $91,431 |
LINDQUIST LLP4 years Service code 10 · EIN 52-2385296 | Accounting | $44,212 |
PACIFIC PRINTING4 years Service code 36 · EIN 26-4644580 | Direct payment from the plan; Copying... | $34,810 |
WEINBERG, ROGER & ROSENFELD5 years Service code 29 · EIN 94-2458080 | Legal | $28,151 |
BULLIVANT HOUSER BAILEY5 years Filed as: BULLIVANT HOUSER & BAILEY Service code 29 · EIN 93-1129534 | Legal | $28,128 |
THE SEGAL COMPANY6+ years Service code 16 · EIN 94-1503999 | Consulting | $12,000 |
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 | $16,145 | $65,673-75.4% | $109,191-85.2% | $106,520-84.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 3.64% | 15.69%-12.1pp | 25.76%-22.1pp | 19.28%-15.6pp |
| Employer contribution / active EE | $4,748 | $4,042+17.5% | $3,723+27.5% | $2,840+67.2% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $51 | $107-52.6% | $6,756-99.2% | $75-31.9% |