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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS6+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $483,198 |
CONSTRUCTION BENEFITS AUDIT CORP6+ years Filed as: CONSTRUCTION LABORERS TF FOR SO CAL Service code 10 · EIN 95-4773932 | Accounting | $351,635 |
GLOBEFLEX CAPITAL LP6+ years Filed as: GLOBEFLEX CAPITAL, LP Service code 28 · EIN 33-0597629 | Investment Management | $280,087 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $277,617 |
PZENA INVESTMENT MANAGEMENT3 years Filed as: PZENA INTL FOCUSED VALUE FD Service code 28 320 PARK AVENUE 8TH FLOOR · NEW YORK, NY 10022 | Investment Management | $270,603 |
BOSTON PARTNERS4 years Service code 28 · EIN 98-2020744 | Investment Management | $242,148 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL SERVICES, INC Service code 11 · EIN 26-1370698 | Actuarial | $149,312 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $141,493 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 | Investment Management | $109,440 |
MELISSA W. COOK & ASSOCIATES6+ years Service code 29 · EIN 95-3245809 | Legal | $96,417 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 22.66% | 19.37%+3.3pp | 11.08%+11.6pp | 15.63%+7.0pp |
| Employer contribution / active EE | $11,375 | $13,107-13.2% | $28,418-60.0% | $11,476-0.9% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |