| Provider | Service type | Compensation |
|---|---|---|
CARPENTERS COMBINED FUNDS INC.1+ years Filed as: CARPENTERS SOUTHWEST ADMINISTRATIVE Service code 13 · EIN 95-3687194 533 SOUTH FREMONT AVE, 7TH FLOOR · LOS ANGELES, CA 90071 | Contract Administrator | $3,008,658 |
STRATEGIC PROPERTY ADVISORS1+ years Filed as: STRATEGIC PROPERTY ADVISERS Service code 99 · EIN 33-0279936 3250 VISTA DIEGO ROAD · JAMUL, CA 91935 | Other Fees | $958,883 |
DECARLO & SHANLEY1+ years Filed as: DECARLO & CONNOR Service code 29 · EIN 95-4022565 533 SOUTH FREMONT AVE, 9TH FLOOR · LOS ANGELES, CA 90071 | Legal | $657,482 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 P.O. BOX 28290-5973 · CHARLOTTE, NC 28290 | Investment Management | $601,396 |
US BANK1+ years Service code 21 · EIN 31-0841368 221 SOUTH FIGUEROA ST. STE 210 · LOS ANGELES, CA 90012 | Bank Trustee | $346,225 |
RONALD BLUE & COMPANY1+ years Filed as: RONALD DEAN Service code 29 · EIN 95-3879152 1155 VIA DE LA PAZ · PACIFIC PALISADES, CA 90272 | Legal | $336,596 |
MANATT, PHELPS & PHILIPPS LLC1+ years Filed as: MANATT, PHELPS, PHILLIPS Service code 29 · EIN 95-2375841 11355 W. OLYMPIC BLVD · LOS ANGELES, CA 90064 | Legal | $291,685 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 21 · EIN 94-2854958 535 MIDDLEFIELD ROAD, STE 230 · MENLO PARK, CA 94025 | Bank Trustee | $290,579 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON LANE ADVISERS Service code 51 · EIN 23-2962336 ONE PRESIDENTIAL BLVD, 4TH FLOOR · BALA CYNWYD, PA 19004 | Investment Mgmt Fees | $250,000 |
CHEIRON1+ years Service code 11 · EIN 95-6042875 1750 TYSONS BLVD, STE 1100 · MCLEAN, VA 22102 | Actuarial | $249,591 |
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 | $47,522-100.0% | $115,244-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 33.3%-33.3pp | 9.2%-9.2pp |
| Annual return | 0.97% | -0.08%+1.1pp | -1.61%+2.6pp | -0.08%+1.1pp |
| Employer contribution / active EE | $6,355 | $7,991-20.5% | $30,840-79.4% | $7,991-20.5% |
| Participant deferral / active EE | $0 | $325-100.0% | $41-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $3,433-100.0% | $275-100.0% |