| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD2 years Filed as: INDUSTRY FUNDS MANAGEMENT PTY LTD Service code 28 · EIN 98-0569684 99 PARK AVENUE · NEW YORK, NY 10016 | Investment Management | $1,093,898 |
INDIANA LABORERS WELFARE FUND3+ years Service code 13 · EIN 35-0923209 PO BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $857,167 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Filed as: CAUSEWAY Service code 28 · EIN 95-4861680 11111 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $574,541 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $425,394 |
DWS FUNDS3+ years Filed as: RREEF Service code 28 · EIN 36-4215573 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $412,194 |
SMITH GRAHAM3+ years Filed as: SMITH GRAHAM & CO Service code 28 · EIN 76-0301817 140 BROADWAY · NEW YORK, NY 10005 | Investment Management | $387,583 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $374,685 |
Filed as: STATE STREET GLOBAL ADVOSORS Service code 28 · EIN 26-6149812 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $267,679 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE · MINNEAPOLIS, MN 55435 | Investment Management | $229,946 |
Service code 28 · EIN 36-3429599 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $221,236 |
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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 7.65% | 73.13%-65.5pp | -752.26%+759.9pp | 73.13%-65.5pp |
| Employer contribution / active EE | $8,012 | $8,421-4.9% | $31,802-74.8% | $8,421-4.9% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |