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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREATER STL CONST LAB WELFARE FUND Service code 13 · EIN 43-0688695 | Contract Administrator | $717,083 |
Filed as: D.L CARLSON INVESTMENT GROUP Service code 28 · EIN 02-0431934 | Investment Management | $589,314 |
Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 28 11111 SANTA MONICA BLVD, 15TH FLOOR · LOS ANGELES, CA 90025 | Investment Management | $333,738 |
ELMTREE FUNDS, LLC3 years Service code 28 120 SOUTH CENTRAL AVE, SUITE 300 · ST. LOUIS, MO 63105 | Investment Management | $278,433 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $265,464 |
RIDGEWORTH9+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $240,884 |
WELLINGTON TRUST COMPANY5 years Service code 28 100 FEDERAL STREET · BOSTON, MA 02210 | Investment Management | $239,115 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Mgmt Fees | $201,011 |
NUANCE INVESTMENTS5 years Filed as: NUANCE Service code 51 4900 MAIN STREET, SUITE 220 · KANSAS CITY, MO 64112 | Investment Mgmt Fees | $183,247 |
BAIRD INSURANCE SERVICES INC9+ years Filed as: BAIRD INVESTMENT Service code 28 777 E WISCONSIN AVE 21ST FL. · MILWAUKEE, WI 53202 | Investment Management | $181,282 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.25% | 10.33%-2.1pp | 8.10%+0.2pp | 9.30%-1.0pp |
| Employer contribution / active EE | $14,065 | $14,972-6.1% | $28,649-50.9% | $12,551+12.1% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |