| Provider | Service type | Compensation |
|---|---|---|
INDIANA LABORERS WELFARE FUND2+ years Service code 13 · EIN 35-0923209 PO BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $906,588 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Filed as: CAUSEWAY Service code 28 · EIN 95-4861680 11111 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $476,479 |
SMITH GRAHAM2+ years Filed as: SMITH GRAHAM & CO Service code 28 · EIN 76-0301817 140 BROADWAY · NEW YORK, NY 10005 | Investment Management | $400,878 |
DWS FUNDS2+ years Filed as: RREEF Service code 28 · EIN 36-4215573 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $382,584 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $380,649 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $370,038 |
IFM INVESTORS PTY LTD1 year Filed as: INDUSTRY FUNDS MANAGEMENT PTY LTD Service code 28 · EIN 98-0569684 99 PARK AVENUE · NEW YORK, NY 10016 | Investment Management | $327,148 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 26-6149812 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $212,822 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE · MINNEAPOLIS, MN 55435 | Investment Management | $208,913 |
Service code 28 · EIN 03-0601879 100 WEST PUTNAM AVENUE · GREENWICH, CT 06830 | Investment Management | $205,351 |
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.64% | 16.32%-5.7pp | 8.32%+2.3pp | 16.32%-5.7pp |
| Employer contribution / active EE | $7,953 | $12,766-37.7% | $30,793-74.2% | $12,766-37.7% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |