| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID-AMERICA CARPENTERS REGIONAL BEN Service code 13 1419 HAMPTON AVE · ST LOUIS, MO 63139 | Contract Administrator | $1,846,857 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2655998 | Investment Management | $715,979 |
NEUMEIER POMA INV. COUNSEL6 years Service code 28 · EIN 77-0217352 | Investment Management | $635,299 |
PROLOAN BOND FUND, LLC1 year Service code 28 · EIN 26-3436991 | Investment Management | $558,452 |
Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 25 EAST ERIE STREET · CHICAGO, IL 60661 | Investment Management | $438,018 |
AMERICAN REALTY ADVISORS9+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $425,200 |
ARISTOTLE CAPITAL MANAGEMENT3 years Service code 49 11100 SANTA MONICA BLVD. SUITE 170 · LOS ANGELES, CA 90025 | Other Services | $418,807 |
MONETARY MANAGEMENT GROUP, INC.9+ years Filed as: MONETARY MANAGEMENT GROUP, INC Service code 28 · EIN 43-1581414 | Investment Management | $259,767 |
CONGRESS ASSET MANAGEMENT7 years Service code 51 · EIN 04-2848965 | Investment Mgmt Fees | $253,543 |
Filed as: PARAMETRIC DEFENSIVE EQUITY FUND Service code 28 · EIN 45-2531297 | Investment Management | $219,833 |
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.90% | 8.85%-5.9pp | 9.17%-6.3pp | 8.85%-5.9pp |
| Employer contribution / active EE | $12,690 | $8,529+48.8% | $40,523-68.7% | $8,529+48.8% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |