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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN CA CEMENT MASONS ADMIN1+ years Service code 14 · EIN 94-1583754 | Plan Administrator | $449,228 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MGMT Service code 28 · EIN 25-1442864 | Investment Management | $182,895 |
WHITE OAK GLOBAL ADVISORS, LLC1+ years Filed as: WHITE OAK Service code 28 88 KEARNEY STREET 4TH FLOOR · SAN FRANCISCO, CA 94108 | Investment Management | $154,882 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $150,000 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $143,800 |
SOUTHERN SUN ASSET MANAGEMENT1+ years Service code 28 · EIN 27-2990431 | Investment Management | $113,768 |
WEINBERG, ROGER & ROSENFELD1+ years Service code 29 · EIN 94-2458080 | Legal | $108,824 |
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $98,307 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $91,240 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 94-6313665 | Investment Management | $87,873 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.08% | 3.63%+4.5pp | 4.16%+3.9pp | 9.19%-1.1pp |
| Employer contribution / active EE | $17,549 | $11,363+54.4% | $29,966-41.4% | $12,608+39.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |