| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD3 years Service code 28 · EIN 98-0569684 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Investment Management | $1,905,138 |
THE PARTNERS GROUP4 years Filed as: PARTNERS GROUP, (USA) INC. Service code 28 · EIN 80-0270189 1200 ENTREPRENEURIAL DRIVE · BROOMFIELD, CO 80021 | Investment Management | $844,650 |
INDIANA LABORERS WELFARE FUND8+ years Service code 13 · EIN 35-0923209 P.O. BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $841,642 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, SUITE 800 · GLENDALE, CA 91203 | Investment Management | $659,073 |
DWS FUNDS8+ years Filed as: RREEF Service code 28 · EIN 36-4215573 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $623,927 |
SIGULER GUFF ADVISERS, LLC4 years Service code 28 · EIN 13-3855629 825 THIRD AVENUE, 29TH FLOOR · NEW YORK, NY 06820 | Investment Management | $590,959 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $519,414 |
HIG BAYSIDE LOAN ADVISORS3 years Service code 28 · EIN 20-1588287 1450 BRICKELL AVENUE, 31ST FLOOR · MIAMI, FL 33131 | Investment Management | $414,830 |
Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 28 · EIN 52-6328901 ONE EAST PRATT STREET, 5TH FLOOR · BALTIMORE, MD 212021128 | Investment Management | $405,311 |
Service code 28 · EIN 36-3429599 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $372,500 |
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 1.07% | 7.10%-6.0pp | 20.18%-19.1pp | 13.18%-12.1pp |
| Employer contribution / active EE | $9,428 | $12,760-26.1% | $29,108-67.6% | $8,469+11.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |