| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID-AMERICA CARPENTERS REGIONAL BEN Service code 13 1419 HAMPTON AVE · ST LOUIS, MO 63139 | Contract Administrator | $1,735,645 |
NEUMEIER POMA INV. COUNSEL5 years Service code 28 · EIN 77-0217352 | Investment Management | $884,228 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2655998 | Investment Management | $796,828 |
ARISTOTLE CAPITAL MANAGEMENT2 years Service code 49 11100 SANTA MONICA BLVD. SUITE 170 · LOS ANGELES, CA 90025 | Other Services | $723,198 |
CONGRESS ASSET MANAGEMENT6 years Service code 51 · EIN 04-2848965 | Investment Mgmt Fees | $563,602 |
MONETARY MANAGEMENT GROUP, INC.8+ years Filed as: MONETARY MANAGEMENT GROUP, INC Service code 28 · EIN 43-1581414 | Investment Management | $541,650 |
AMERICAN REALTY ADVISORS8+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $466,023 |
LSV ASSET MANAGEMENT8+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $463,203 |
DODGE & COX8+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $431,955 |
Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 49 25 EAST ERIE STREET · CHICAGO, IL 60661 | Other Services | $329,944 |
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 7.71% | 9.90%-2.2pp | 12.68%-5.0pp | 13.18%-5.5pp |
| Employer contribution / active EE | $13,336 | $7,519+77.4% | $41,626-68.0% | $8,469+57.5% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |