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| Provider | Service type | Compensation |
|---|---|---|
INDIANA LABORERS WELFARE FUND4+ years Service code 13 · EIN 35-0923209 PO BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $90,243 |
SACKRIDER & COMPANY, INC.4+ years Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $18,414 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $18,313 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 180 N LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $13,228 |
WRIGHT SHAGLEY & LOWERY1 year Service code 29 · EIN 20-8333939 PO BOX 9849 · TERRE HAUTE, IN 47807 | Legal | $5,171 |
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 | $1,294 | $49,105-97.4% | $92,903-98.6% | $89,609-98.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 5.19% | 32.35%-27.2pp | 109.43%-104.2pp | 34.56%-29.4pp |
| Employer contribution / active EE | $484 | $3,373-85.7% | $3,653-86.8% | $2,584-81.3% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,220-100.0% |
| Admin fee / account holder | $15 | $93-83.6% | $5,795-99.7% | $72-78.9% |