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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS3+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $460,189 |
Filed as: FIDELITY ASSET MANAGEMENT TRUST CO. Service code 28 · EIN 04-3532603 | Investment Management | $355,322 |
GLOBEFLEX CAPITAL LP3+ years Filed as: GLOBEFLEX CAPITAL, LP Service code 28 · EIN 33-0597629 | Investment Management | $242,045 |
CALLAN ASSOCIATES3+ years Filed as: CALLAN ASSOCIATES, INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $185,749 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $184,490 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES, INC Service code 11 · EIN 26-1370698 | Actuarial | $166,811 |
BOSTON PARTNERS1 year Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $153,793 |
CONSTRUCTION BENEFITS AUDIT CORP3+ years Filed as: CONSTRUCTION LABORERS TF FOR SO CAL Service code 10 · EIN 95-4773932 | Accounting | $147,043 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 | Investment Management | $94,369 |
MELISSA W. COOK & ASSOCIATES3+ years Service code 29 · EIN 95-3245809 | Legal | $70,493 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.47% | 2.02%+7.4pp | -752.26%+761.7pp | 33.37%-23.9pp |
| Employer contribution / active EE | $10,780 | $12,422-13.2% | $31,802-66.1% | $11,253-4.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |