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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS9+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $538,244 |
CONSTRUCTION BENEFITS AUDIT CORP9+ years Filed as: CONSTRUCTION LABORERS TF FOR SO CAL Service code 10 · EIN 95-4773932 | Accounting | $443,459 |
PZENA INVESTMENT MANAGEMENT6 years Filed as: PZENA INTL FOCUSED VALUE FD Service code 28 320 PARK AVE 8TH FL · NEW YORK, NY 10022 | Investment Management | $336,973 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $312,261 |
GLOBEFLEX CAPITAL LP9+ years Filed as: GLOBEFLEX CAPITAL, LP Service code 28 · EIN 33-0597629 | Investment Management | $283,124 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL SERVICES, INC Service code 11 · EIN 26-1370698 | Actuarial | $191,912 |
NEPC, LLC5 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $165,764 |
MELISSA W. COOK & ASSOCIATES9+ years Service code 29 · EIN 95-3245809 | Legal | $88,556 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 | Investment Management | $80,830 |
WILLIAM BLAIR4 years Service code 28 150 N RIVERSIDE PLZ · CHICAGO, IL 60606 | Investment Management | $53,295 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.40% | 10.33%+2.1pp | 8.10%+4.3pp | 9.30%+3.1pp |
| Employer contribution / active EE | $12,318 | $14,972-17.7% | $28,649-57.0% | $12,551-1.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |