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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.
Annual investment return 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 | $165,320-97.7% | $119,126-96.8% | $165,320-97.7% |
| Participation rate | 100.0% | 81.8%+18.2pp | 75.8%+24.2pp | 81.8%+18.2pp |
| Annual return | 7.93% | 12.93%-5.0pp | 282.11%-274.2pp | 12.93%-5.0pp |
| Employer contribution / active EE | $612 | $4,428-86.2% | $4,034-84.8% | $4,428-86.2% |
| Participant deferral / active EE | $0 | $7,228-100.0% | $5,318-100.0% | $7,228-100.0% |
| Admin fee / account holder | $36 | $137-73.6% | $10,693-99.7% | $137-73.6% |