| Provider | Service type | Compensation |
|---|---|---|
THE PARTNERS GROUP2 years Filed as: PARTNERS GROUP, (USA) INC. Service code 28 · EIN 80-0270189 1200 ENTREPRENEURIAL DRIVE · BROOMFIELD, CO 80021 | Investment Management | $1,367,973 |
INDIANA LABORERS WELFARE FUND6+ years Service code 13 · EIN 35-0923209 P.O. BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $798,537 |
DWS FUNDS6+ years Filed as: RREEF Service code 28 · EIN 36-4215573 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $697,858 |
IFM INVESTORS PTY LTD1 year Service code 28 · EIN 98-0569684 114 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $645,960 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, SUITE 800 · GLENDALE, CA 91203 | Investment Management | $572,597 |
Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 28 · EIN 52-6328901 ONE EAST PRATT STREET, 5TH FLOOR · BALTIMORE, MD 212021128 | Investment Management | $497,161 |
SIGULER GUFF ADVISERS, LLC2 years Service code 28 · EIN 13-3855629 825 THIRD AVENUE, 29TH FLOOR · NEW YORK, NY 06820 | Investment Management | $382,500 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $337,728 |
SMITH GRAHAM6+ years Filed as: SMITH GRAHAM & CO Service code 28 · EIN 76-0301817 140 BROADWAY, 45TH FLOOR · NEW YORK, NY 10005 | Investment Management | $290,889 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE, SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $264,158 |
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 26.02% | 19.39%+6.6pp | 11.08%+14.9pp | 19.39%+6.6pp |
| Employer contribution / active EE | $8,918 | $8,446+5.6% | $28,418-68.6% | $8,446+5.6% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |