Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREATER STL CONST LAB WELFARE FUND Service code 13 · EIN 43-0688695 | Contract Administrator | $693,547 |
Filed as: D.L CARLSON INVESTMENT GROUP Service code 28 · EIN 02-0431934 | Investment Management | $573,080 |
ELMTREE FUNDS, LLC2 years Service code 28 120 SOUTH CENTRAL AVE, SUITE 300 · ST. LOUIS, MO 63105 | Investment Management | $380,864 |
RIDGEWORTH8+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $376,595 |
Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 28 11111 SANTA MONICA BLVD, 15TH FLOOR · LOS ANGELES, CA 90025 | Investment Management | $304,378 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $258,382 |
WELLINGTON TRUST COMPANY4 years Service code 28 100 FEDERAL STREET · BOSTON, MA 02210 | Investment Management | $205,501 |
NUANCE INVESTMENTS4 years Filed as: NUANCE Service code 28 4900 MAIN STREET, SUITE 220 · KANSAS CITY, MO 64112 | Investment Management | $181,266 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $154,591 |
BAIRD INSURANCE SERVICES INC8+ years Filed as: BAIRD INVESTMENT Service code 28 777 E WISCONSIN AVE 21ST FL. · MILWAUKEE, WI 53202 | Investment Management | $153,429 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 0.85% | 7.95%-7.1pp | 20.18%-19.3pp | 9.11%-8.3pp |
| Employer contribution / active EE | $13,716 | $14,684-6.6% | $29,108-52.9% | $12,231+12.1% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |