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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AFLCIO BUILDING INVESTMENT TRUST Service code 28 · EIN 52-6328901 1425 K STREET NW STE 900 · WASHINGTON, DC 20005 | Investment Management | $411,683 |
PZENA INVESTMENT MANAGEMENT4+ years Service code 28 · EIN 13-3989198 120 WEST 45TH STREET 20TH FLOOR · NEW YORK, NY 10036 | Investment Management | $306,789 |
EVANS & DIXON LLC3 years Service code 29 · EIN 43-0611994 211 NORTH BROADWAY STE 2500 · ST LOUIS, MO 63102 | Legal | $174,303 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMRICAN REALTY ADVISORS Service code 28 · EIN 33-0123114 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Investment Management | $164,299 |
BENESYS, INC.4+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 PO BOX 1186 · MARYLAND HEIGHTS, MO 64106 | Contract Administrator | $148,620 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE STE 500 · CHICAGO, IL 60606 | Actuarial | $143,995 |
COMMERCE BANK4+ years Service code 19 · EIN 43-0356370 8000 FORSYTH BOULEVARD · ST LOUIS, MO 631051797 | Securities Custodian | $113,686 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES INC Service code 17 · EIN 36-3485298 180 N LASALLE STREET STE 3500 · CHICAGO, IL 60601 | Pension Consulting | $80,000 |
AFLCIO HOUSING INVESTMENT TRUST4+ years Service code 28 · EIN 52-6220193 760 MOORE ROAD · KING OF PRUSSIA, PA 19406 | Investment Management | $64,711 |
ZIEGLER CAPITAL MANAGEMENT, LLC4+ years Filed as: ZIEGLER CAPITAL MANGEMENT Service code 28 · EIN 27-2347077 ONE FINANCIAL PLAZA 501 N BROADWAY · ST LOUIS, MO 631022740 | Investment Management | $62,734 |
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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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 5.24% | 21.83%-16.6pp | 12.93%-7.7pp | 21.83%-16.6pp |
| Employer contribution / active EE | $12,764 | $12,237+4.3% | $35,210-63.8% | $12,237+4.3% |
| Participant deferral / active EE | $0 | $987-100.0% | $458-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |