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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL LABORERS PENSION FUND2+ years Service code 13 · EIN 37-6052379 PO BOX 1267 · JACKSONVILLE, IL 62651 | Contract Administrator | $438,024 |
INVESCO2+ years Service code 28 · EIN 58-1707262 1555 PEACHTREE ST., N.E. SUITE 1000 · ATLANTA, GA 30309 | Investment Management | $95,055 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $50,607 |
ROCKWOOD CAPITAL ADVISORS2+ years Filed as: ROCKWOOD CAPITAL ADVISORS, LLC Service code 28 13801 RIVERPORT DRIVE, SUITE 301 · ST. LOUIS, MO 63043 | Investment Management | $44,821 |
ROMOLO & ASSOCIATES2+ years Service code 10 · EIN 37-1077733 1700 W LUTHY DRIVE · PEORIA, IL 61615 | Accounting | $18,500 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $8,673 |
Filed as: PARAMETRIC CLIFTON INVESTMENT MANAG Service code 28 3600 MINNESOTA DRIVE, SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $6,822 |
ZUMBAHLEN & ASSOCIATES2+ years Service code 10 · EIN 37-1094064 1395 LINCOLN AVENUE · JACKSONVILLE, IL 62650 | Accounting | $6,139 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE & ASSOCIATES Service code 16 · EIN 36-3485298 180 N. LASALLE STREET, SUITE 3500 · CHICAGO, IL 60601 | Consulting | $5,000 |
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST PARTNERS OFFSHORE LLC Service code 52 · EIN 90-0644478 375 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10152 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,486 | $59,184-84.0% | $92,240-89.7% | $177,276-94.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 2.36% | 15.88%-13.5pp | 176.29%-173.9pp | 21.25%-18.9pp |
| Employer contribution / active EE | $2,261 | $2,985-24.2% | $3,680-38.6% | $2,479-8.8% |
| Participant deferral / active EE | $16 | $2,859-99.4% | $3,897-99.6% | $3,881-99.6% |
| Admin fee / account holder | $61 | $98-38.3% | $5,194-98.8% | $154-60.6% |