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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREATER STL CONST LAB WELFARE FUND Service code 13 · EIN 43-0688695 | Contract Administrator | $608,405 |
Filed as: D.L CARLSON INVESTMENT GROUP Service code 28 · EIN 02-0431934 | Investment Management | $540,109 |
RIDGEWORTH7+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $424,967 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $405,610 |
Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 28 11111 SANTA MONICA BLVD, 15TH FLOOR · LOS ANGELES, CA 90025 | Investment Management | $337,321 |
WELLINGTON TRUST COMPANY3 years Service code 28 100 FEDERAL STREET · BOSTON, MA 02210 | Investment Management | $272,482 |
ELMTREE FUNDS, LLC1 year Service code 28 120 SOUTH CENTRAL AVE, SUITE 300 · ST. LOUIS, MO 63105 | Investment Management | $270,000 |
BAIRD INSURANCE SERVICES INC7+ years Filed as: BAIRD INVESTMENT Service code 28 777 E WISCONSIN AVE 21ST FL. · MILWAUKEE, WI 53202 | Investment Management | $265,713 |
NUANCE INVESTMENTS3 years Filed as: NUANCE Service code 28 4900 MAIN STREET, SUITE 220 · KANSAS CITY, MO 64112 | Investment Management | $219,883 |
Filed as: THL CREDIT Service code 28 570 LEXINGTON AVE, 21ST FLOOR · NEW YORK, NY 10022 | Investment Management | $143,699 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -2.38% | -7.95%+5.6pp | -5.85%+3.5pp | 23.41%-25.8pp |
| Employer contribution / active EE | $12,691 | $13,972-9.2% | $31,839-60.1% | $12,650+0.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |