| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS PTY LTD. Service code 28 · EIN 98-0569684 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $1,813,948 |
THE PARTNERS GROUP1 year Filed as: PARTNERS GROUP, (USA) INC. Service code 28 · EIN 80-0270189 1200 ENTREPRENEURIAL DRIVE · BROOMFIELD, CO 80021 | Investment Management | $910,956 |
INDIANA LABORERS WELFARE FUND5+ years Service code 13 · EIN 35-0923209 PO BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $823,025 |
DWS FUNDS5+ years Filed as: RREEF Service code 28 · EIN 36-4215573 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $683,090 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $582,140 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $385,611 |
SMITH GRAHAM5+ years Filed as: SMITH GRAHAM & CO Service code 28 · EIN 76-0301817 140 BROADWAY · NEW YORK, NY 10005 | Investment Management | $350,601 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $334,726 |
Service code 28 · EIN 13-3855629 825 THIRD AVENUE · NEW YORK, NY 06820 | Investment Management | $324,801 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE · MINNEAPOLIS, MN 55435 | Investment Management | $264,685 |
Employer contribution per participant 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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 4.13% | 6.00%-1.9pp | 8.01%-3.9pp | 5230.06%-5225.9pp |
| Employer contribution / active EE | $8,648 | $14,010-38.3% | $29,476-70.7% | $10,491-17.6% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |