| Provider | Service type | Compensation |
|---|---|---|
INDIANA LABORERS WELFARE FUND1+ years Service code 13 · EIN 35-0923209 P.O. BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $858,936 |
DWS FUNDS1+ years Filed as: RREEF Service code 28 · EIN 36-4215573 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $428,915 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $421,831 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD. · GLENDALE, CA 91203 | Investment Management | $412,784 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Filed as: CAUSEWAY Service code 28 · EIN 95-4861680 11111 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $412,712 |
SMITH GRAHAM1+ years Filed as: SMITH GRAHAM & CO Service code 28 · EIN 76-0301817 140 BROADWAY · NEW YORK, NY 10005 | Investment Management | $354,687 |
Service code 28 · EIN 03-0601879 100 WEST PUTNAM AVENUE · GREENWICH, CT 06830 | Investment Management | $343,934 |
IFM INVESTORS PTY LTD1+ years Filed as: INDUSTRY FUNDS MANAGEMENT PTY LTD. Service code 28 · EIN 98-0569684 99 PARK AVENUE · NEW YORK, NY 10016 | Investment Management | $275,304 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 26-6149812 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $229,515 |
Service code 28 · EIN 36-3429599 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $200,510 |
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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 1.26% | 5.86%-4.6pp | 4.16%-2.9pp | 5.86%-4.6pp |
| Employer contribution / active EE | $8,313 | $10,137-18.0% | $29,966-72.3% | $10,137-18.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |