Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS4+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $467,611 |
BOSTON PARTNERS2 years Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $350,487 |
CONSTRUCTION BENEFITS AUDIT CORP4+ years Filed as: CONSTRUCTION LABORERS TF FOR SO CAL Service code 10 · EIN 95-4773932 | Accounting | $249,184 |
GLOBEFLEX CAPITAL LP4+ years Filed as: GLOBEFLEX CAPITAL, LP Service code 28 · EIN 33-0597629 | Investment Management | $233,097 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $199,503 |
CALLAN ASSOCIATES4+ years Filed as: CALLAN ASSOCIATES, INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $195,036 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES, INC Service code 11 · EIN 26-1370698 | Actuarial | $125,525 |
Filed as: FIDELITY ASSET MANAGEMENT TRUST CO. Service code 28 · EIN 04-3532603 | Investment Management | $125,383 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 | Investment Management | $125,290 |
Filed as: PZENA INTL FOCUSED VALUE FD Service code 28 320 PARK AVE 8TH FL · NEW YORK, NY 10022 | Investment Management | $103,312 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -0.97% | 12.20%-13.2pp | 10.56%-11.5pp | 21.83%-22.8pp |
| Employer contribution / active EE | $10,859 | $12,801-15.2% | $30,199-64.0% | $12,237-11.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |