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| Provider | Service type | Compensation |
|---|---|---|
INDIANA LABORERS WELFARE FUND7+ years Service code 13 · EIN 35-0923209 P.O. BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $181,057 |
IFM INVESTORS PTY LTD2 years Filed as: IFM INVESTORS PTY LTD. Service code 28 · EIN 98-0569684 114 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $52,738 |
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, SUITE 800 · GLENDALE, CA 91203 | Investment Management | $36,227 |
MARQUETTE ASSOCIATES4 years Service code 27 · EIN 36-3485298 180 N LASALLE STREET, SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $31,571 |
SACKRIDER & COMPANY, INC.7+ years Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $18,170 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N MERIDIAN STREET, SUITE 610 · CARMEL, IN 460324529 | Actuarial | $12,000 |
FIRST FINANCIAL BANK2 years Service code 19 · EIN 35-0704860 P.O. BOX 2122 · TERRE HAUTE, IN 47802 | Securities Custodian | $7,890 |
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 | $2,530 | $51,785-95.1% | $112,258-97.7% | $89,394-97.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -5.15% | -11.06%+5.9pp | 27.47%-32.6pp | -11.89%+6.7pp |
| Employer contribution / active EE | $590 | $3,782-84.4% | $3,636-83.8% | $3,022-80.5% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,728-100.0% | $5,123-100.0% |
| Admin fee / account holder | $24 | $102-76.5% | $6,411-99.6% | $79-70.0% |