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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL LABORERS PENSION FUND1+ years Service code 13 · EIN 37-6052379 | Contract Administrator | $356,040 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $94,481 |
ROMOLO & ASSOCIATES1+ years Service code 10 · EIN 37-1077733 | Accounting | $18,500 |
ROCKWOOD CAPITAL ADVISORS1+ years Filed as: ROCKWOOD CAPITAL ADVISORS, LLC Service code 28 13801 RIVERPORT DRIVE, SUITE 301 · ST. LOUIS, MO 63043 | Investment Management | $17,913 |
ZUMBAHLEN & ASSOCIATES1+ years Service code 10 · EIN 37-1094064 | Accounting | $12,958 |
CAVANAGH & O'HARA1+ years Service code 29 · EIN 37-1259635 | Legal | $9,041 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $8,842 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN, HAY & STEPHENS LLP Service code 29 · EIN 37-0297446 | Legal | $8,200 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY (MIDWEST) INC Service code 11 · EIN 13-1975125 | Actuarial | $7,778 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE & ASSOCIATES Service code 16 · EIN 36-3485298 | Consulting | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,232 | $50,626-81.8% | $84,753-89.1% | $65,292-85.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 0.70% | 5.34%-4.6pp | 22.78%-22.1pp | 11.84%-11.1pp |
| Employer contribution / active EE | $2,129 | $3,033-29.8% | $3,574-40.4% | $2,302-7.5% |
| Participant deferral / active EE | $15 | $3,109-99.5% | $3,712-99.6% | $3,579-99.6% |
| Admin fee / account holder | $58 | $97-39.5% | $5,333-98.9% | $57+2.0% |