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| Provider | Service type | Compensation |
|---|---|---|
IRONWORKERS EMPLOYEE BENEFIT CORP.10+ years Service code 13 · EIN 95-3084599 131 N EL MOLINO AVENUE SUITE 330 · PASADENA, CA 91101 | Contract Administrator | $72,150 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 720 E BUTTERFIELD ROAD SUITE 360 · LOMBARD, IL 60148 | Advisory (Plan) | $55,903 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 1200 SIXTH AVENUE SUITE 700 · SEATTLE, WA 98101 | Investment Management | $47,100 |
NATIONAL INVESTMENT SERVICES7 years Filed as: NATIONAL INVESTMENT SERVCIES INC. Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $40,017 |
KRAW LAW GROUP2 years Service code 29 · EIN 77-0171216 605 ELLIS STREET SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $27,024 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION PROPERTIES FUND Service code 28 · EIN 13-4087331 230 PARK AVENUE 12TH FLOOR · NEW YORK, NY 10169 | Investment Management | $23,574 |
Filed as: MC MENOMY & ASSOCIATES CPAS LLP Service code 10 · EIN 46-1559312 876 N MOUNTAIN AVENUE SUTIE 105 · UPLAND, CA 91786 | Accounting | $20,600 |
IRON MOUNTAIN1 year Service code 99 · EIN 23-2588479 1101 ENTERPRISE DRIVE · ROYERSFORD, PA 19468 | Other Fees | $14,741 |
Service code 70 · EIN 95-1997338 253 N LAKE AVENUE · PASADENA, CA 91101 | Consulting Fees | $12,000 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 PO BOX 10317 · DES MOINES, IA 503060317 | Securities Custodian | $11,862 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,379 | $108,549-75.7% | $156,263-83.1% | $85,563-69.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 78.9%+21.1pp | 66.0%+34.0pp |
| Annual return | 9.53% | 21.79%-12.3pp | 59.47%-49.9pp | 31.51%-22.0pp |
| Employer contribution / active EE | $2,774 | $2,690+3.2% | $4,333-36.0% | $2,654+4.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $108 | $650-83.3% | $14,255-99.2% | $834-87.0% |