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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS7+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $500,808 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $313,480 |
PZENA INVESTMENT MANAGEMENT4 years Filed as: PZENA INTL FOCUSED VALUE FD Service code 28 320 PARK AVE 8TH FL · NEW YORK, NY 10022 | Investment Management | $267,277 |
GLOBEFLEX CAPITAL LP7+ years Filed as: GLOBEFLEX CAPITAL, LP Service code 28 · EIN 33-0597629 | Investment Management | $237,054 |
BOSTON PARTNERS5 years Service code 28 · EIN 98-2020744 | Investment Management | $221,568 |
CONSTRUCTION BENEFITS AUDIT CORP7+ years Filed as: CONSTRUCTION LABORERS TF FOR SO CAL Service code 10 · EIN 95-4773932 | Accounting | $201,405 |
NEPC, LLC3 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $148,878 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL SERVICES, INC Service code 11 · EIN 26-1370698 | Actuarial | $121,075 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 | Investment Management | $86,461 |
MELISSA W. COOK & ASSOCIATES7+ years Service code 29 · EIN 95-3245809 | Legal | $80,454 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -5.30% | -7.95%+2.7pp | -5.85%+0.5pp | 23.41%-28.7pp |
| Employer contribution / active EE | $12,554 | $13,972-10.1% | $31,839-60.6% | $12,650-0.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |