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| Provider | Service type | Compensation |
|---|---|---|
INDIANA LABORERS WELFARE FUND10+ years Service code 13 · EIN 35-0923209 P.O. BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $303,634 |
MARQUETTE ASSOCIATES7 years Service code 27 · EIN 36-3485298 180 N LASALLE STREET, SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $52,618 |
AMERICAN REALTY ADVISORS5 years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, SUITE 800 · GLENDALE, CA 91203 | Investment Management | $48,306 |
IFM INVESTORS PTY LTD5 years Filed as: IFM INVESTORS PTY LTD. Service code 28 · EIN 98-0569684 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Investment Management | $28,827 |
SACKRIDER & COMPANY, INC.10+ years Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $21,489 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70 RHOADS CENTER DRIVE, SUITE B · CENTERVILLE, OH 45458 | Legal | $10,667 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,811 | $93,901-95.9% | $150,734-97.5% | $93,901-95.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.4%+21.6pp | 81.9%+18.1pp |
| Annual return | 7.93% | 11.15%-3.2pp | 600.81%-592.9pp | 11.15%-3.2pp |
| Employer contribution / active EE | $612 | $4,205-85.4% | $4,918-87.6% | $4,205-85.4% |
| Participant deferral / active EE | $0 | $4,155-100.0% | $5,610-100.0% | $4,155-100.0% |
| Admin fee / account holder | $36 | $66-45.3% | $14,905-99.8% | $66-45.3% |