| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD3 years Filed as: INDUSTRY FUNDS MANAGEMENT PTY LTD Service code 28 · EIN 98-0569684 99 PARK AVENUE · NEW YORK, NY 10016 | Investment Management | $1,208,831 |
INDIANA LABORERS WELFARE FUND4+ years Service code 13 · EIN 35-0923209 PO BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $823,479 |
DWS FUNDS4+ years Filed as: RREEF Service code 28 · EIN 36-4215573 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $593,701 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $550,986 |
SMITH GRAHAM4+ years Filed as: SMITH GRAHAM & CO Service code 28 · EIN 76-0301817 140 BROADWAY · NEW YORK, NY 10005 | Investment Management | $439,614 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $391,226 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $315,941 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $245,539 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE · MINNEAPOLIS, MN 55435 | Investment Management | $228,558 |
Filed as: MESIROW FINANCIAL SERVICES, INC. Service code 28 · EIN 36-2933608 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $210,385 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 1.01% | 10.84%-9.8pp | 10.56%-9.6pp | 1023.85%-1022.8pp |
| Employer contribution / active EE | $8,471 | $14,186-40.3% | $30,199-71.9% | $11,605-27.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |