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| Provider | Service type | Compensation |
|---|---|---|
LABORERS FUND ADMINISTRATION8+ years Service code 13 · EIN 94-1563547 | Contract Administrator | $1,140,470 |
MCMORGAN & COMPANY LLC1 year Service code 28 · EIN 52-2334338 | Investment Management | $928,494 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $464,248 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 27 · EIN 47-2126910 | Advisory (Plan) | $210,000 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $116,231 |
FINAL OPTION CORP1 year Filed as: FINAL OPTION CORP. Service code 36 · EIN 26-4644680 | Direct payment from the plan; Copying... | $77,247 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $65,209 |
BULLIVANT HOUSER BAILEY1 year Filed as: BULLIVANT HOUSER BAILEY PC Service code 29 · EIN 93-1129534 | Legal | $46,536 |
16 POINTS LLC1 year Service code 61 10101 COND ROYAL PALM · VEGA ALTA, PR 00692 | Finders' fees / placement fees | $41,458 |
WEINBERG, ROGER & ROSENFELD7 years Service code 29 · EIN 94-2458080 | Legal | $28,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,625 | $55,730-68.4% | $96,543-81.7% | $96,393-81.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 2.64% | 12.78%-10.1pp | 35.75%-33.1pp | 22.88%-20.2pp |
| Employer contribution / active EE | $5,097 | $4,014+27.0% | $3,741+36.3% | $3,239+57.4% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $70 | $105-33.6% | $6,737-99.0% | $74-5.2% |