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 |
|---|---|---|
INDIANA LABORERS WELFARE FUND5+ years Service code 13 · EIN 35-0923209 PO BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $145,754 |
SACKRIDER & COMPANY, INC.5+ years Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $18,644 |
MARQUETTE ASSOCIATES2 years Service code 27 · EIN 36-3485298 180 N LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $15,123 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $9,000 |
WRIGHT SHAGLEY & LOWERY2 years Service code 29 · EIN 20-8333939 PO BOX 9849 · TERRE HAUTE, IN 47807 | Legal | $4,883 |
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 | $1,713 | $52,155-96.7% | $101,271-98.3% | $106,273-98.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 5.17% | 13.07%-7.9pp | 46.48%-41.3pp | 21.70%-16.5pp |
| Employer contribution / active EE | $575 | $3,414-83.2% | $3,660-84.3% | $2,722-78.9% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,371-100.0% | $4,601-100.0% |
| Admin fee / account holder | $20 | $102-80.8% | $5,948-99.7% | $78-75.1% |