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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 14 1600 HARBOR BAY PARKWAY, SUITE 200 · ALAMEDA, CA 94502 | Plan Administrator | $351,553 |
NORTHERN CA CEMENT MASONS ADMIN4+ years Service code 14 · EIN 94-1583754 | Plan Administrator | $258,760 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $138,140 |
HAMILTON LANE ADVISORS, LLC4+ years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $130,316 |
MCMORGAN & COMPANY LLC4+ years Filed as: MCMORGAN AND CO. Service code 28 · EIN 52-2334338 | Investment Management | $129,120 |
WHITE OAK GLOBAL ADVISORS, LLC4+ years Filed as: WHITE OAK Service code 28 · EIN 26-0340395 | Investment Management | $124,495 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $110,752 |
US BANK4+ years Service code 19 221 SOUTH FIGUEROA ST. SUITE 210 · LOS ANGELES, CA 90012 | Securities Custodian | $109,208 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $106,693 |
BMO HARRIS BANK NA1 year Filed as: BMO ASSET MANAGEMENT Service code 28 115 S LASALLE ST 11 · CHICAGO, IL 60603 | Investment Management | $96,117 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 3.09% | 12.20%-9.1pp | 10.56%-7.5pp | 21.83%-18.7pp |
| Employer contribution / active EE | $17,075 | $12,801+33.4% | $30,199-43.5% | $12,237+39.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |