| Provider | Service type | Compensation |
|---|---|---|
LIUNA NATIONAL 401K1 year Filed as: LIUNA STAFF AND AFFILIATES PENSION Service code 13 · EIN 52-0743575 905 - 16TH STREET, NW · WASHINGTON, DC 20006 | Contract Administrator | $4,824,403 |
INTECH INVESTMENT MANAGEMENT LLC10+ years Filed as: JANUS CAPITAL MANAGEMENT INC Service code 28 · EIN 75-3019302 | Investment Management | $569,748 |
WALTER SCOTT & PARTNERS LIMITED10+ years Service code 28 · EIN 98-0465834 | Investment Management | $424,302 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $419,431 |
LSV ASSET MANAGEMENT10+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $370,903 |
GLOBEFLEX INTERNATIONAL1 year Service code 28 · EIN 20-5826373 | Investment Management | $368,993 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $365,066 |
SOUTHERN SUN ASSET MANAGEMENT10+ years Service code 28 · EIN 27-2990431 | Investment Management | $315,277 |
THE LAW OFFICES OF JAMES S. RAY10+ years Service code 29 · EIN 13-4315411 | Legal | $280,270 |
THE SEGAL COMPANY6 years Service code 11 · EIN 13-1835864 | Actuarial | $244,424 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.23% | 10.11%-2.9pp | 8.10%-0.9pp | 8.85%-1.6pp |
| Employer contribution / active EE | $4,800 | $12,795-62.5% | $28,649-83.2% | $8,529-43.7% |
| Participant deferral / active EE | $1 | $1+100.0% | $10-88.0% | $399-99.7% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |