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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS8+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $515,828 |
GLOBEFLEX CAPITAL LP8+ years Filed as: GLOBEFLEX CAPITAL, LP Service code 28 · EIN 33-0597629 | Investment Management | $366,264 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $327,831 |
PZENA INVESTMENT MANAGEMENT5 years Filed as: PZENA INTL FOCUSED VALUE FD Service code 28 320 PARK AVE 8TH FL · NEW YORK, NY 10022 | Investment Management | $284,886 |
CONSTRUCTION BENEFITS AUDIT CORP8+ years Filed as: CONSTRUCTION LABORERS TF FOR SO CAL Service code 10 · EIN 95-4773932 | Accounting | $243,411 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES, INC Service code 11 · EIN 26-1370698 | Actuarial | $210,608 |
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $171,475 |
BOSTON PARTNERS6 years Service code 28 · EIN 98-2020744 | Investment Management | $162,529 |
MELISSA W. COOK & ASSOCIATES8+ years Service code 29 · EIN 95-3245809 | Legal | $79,985 |
US BANK8+ years Service code 19 · EIN 34-0841368 | Securities Custodian | $64,766 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 6.85% | 7.95%-1.1pp | 20.18%-13.3pp | 9.11%-2.3pp |
| Employer contribution / active EE | $12,649 | $14,684-13.9% | $29,108-56.5% | $12,231+3.4% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |