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| Provider | Service type | Compensation |
|---|---|---|
MCMORGAN & COMPANY LLC7+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $1,021,837 |
LABORERS FUND ADMINISTRATION7+ years Service code 13 · EIN 94-1563547 | Contract Administrator | $1,002,830 |
MEKETA INVESTMENT GROUP5 years Service code 27 · EIN 47-2126910 | Advisory (Plan) | $210,000 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $116,824 |
LINDQUIST LLP5 years Service code 10 · EIN 52-2385296 | Accounting | $48,521 |
PACIFIC PRINTING5 years Service code 36 · EIN 26-4644580 | Copying and duplicating; Direct payme... | $40,775 |
WEINBERG, ROGER & ROSENFELD6 years Service code 29 · EIN 94-2458080 | Legal | $40,423 |
BULLIVANT HOUSER BAILEY6 years Filed as: BULLIVANT HOUSER & BAILEY Service code 29 · EIN 93-1129534 | Legal | $26,910 |
THE SEGAL COMPANY7+ years Service code 16 · EIN 94-1503999 | Consulting | $12,000 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $5,657 |
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 | $16,203 | $51,785-68.7% | $112,270-85.6% | $89,433-81.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -6.83% | -11.06%+4.2pp | 27.49%-34.3pp | -11.88%+5.1pp |
| Employer contribution / active EE | $5,200 | $3,782+37.5% | $3,635+43.0% | $3,021+72.1% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $67 | $102-34.0% | $6,411-99.0% | $79-15.6% |