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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS10+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $557,874 |
PZENA INVESTMENT MANAGEMENT7 years Filed as: PZENA INTL FOCUSED VALUE FD Service code 28 320 PARK AVE 8TH FL · NEW YORK, NY 10022 | Investment Management | $396,738 |
CONSTRUCTION BENEFITS AUDIT CORP10+ years Filed as: CONSTRUCTION LABORERS TF FOR SO CAL Service code 10 · EIN 95-4773932 | Accounting | $392,694 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $308,609 |
GLOBEFLEX CAPITAL LP10+ years Filed as: GLOBEFLEX CAPITAL, LP Service code 28 · EIN 33-0597629 | Investment Management | $285,220 |
NEPC, LLC6 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $170,841 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES, INC Service code 11 · EIN 26-1370698 | Actuarial | $149,453 |
US BANK10+ years Service code 19 · EIN 34-0841368 | Securities Custodian | $138,696 |
MELISSA W. COOK & ASSOCIATES10+ years Service code 29 · EIN 95-3245809 | Legal | $91,160 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 | Investment Management | $67,844 |
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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 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 9.32% | 9.99%-0.7pp | 8.93%+0.4pp | 8.75%+0.6pp |
| Employer contribution / active EE | $11,651 | $15,140-23.0% | $26,306-55.7% | $15,185-23.3% |
| Participant deferral / active EE | $0 | $133-100.0% | $0-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |