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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS EMPLOYEES' BENEFIT CORP Service code 13 · EIN 95-3084599 131 N. EL MOLINO AVE.,SUITE 330 · PASADENA, CA 91101 | Contract Administrator | $3,514,085 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 52-1510202 7501 WISCONSIN AVE. 1500W · BETHESDA, MD 20814 | Investment Management | $587,122 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $543,136 |
SCHRODER INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 13-4064414 875 THIRD AVE 22ND FLOOR · NEW YORK, NY 10022 | Investment Management | $477,763 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC. Service code 28 · EIN 52-2069785 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $415,086 |
PETRA CONSULTING GROUP, INC1+ years Service code 16 · EIN 95-4308045 787 GREENRIDGE DR. · LA CANADA, CA 91011 | Consulting | $385,377 |
Filed as: SCHWARTZ, STEINSAPIR, DOHRMANN & SO Service code 29 · EIN 56-9588907 6300 WILSHIRE BLVD. SUITE 2000 · LOS ANGELES, CA 90048 | Legal | $380,774 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 1735 MARKET STREET, 32ND FLOOR · PHILADELPHIA, CA 19103 | Investment Management | $378,951 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 180 BATTERY STREET, SUITE 400 · BURLINGTON, VT 05401 | Investment Management | $321,058 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 80-6169765 ONE FRANKLIN PARWAY · SAN MATEO, CA 94403 | Investment Management | $319,067 |
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Annual investment return 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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | -3.58% | 5.86%-9.4pp | 4.16%-7.7pp | 5.86%-9.4pp |
| Employer contribution / active EE | $21,481 | $10,137+111.9% | $29,966-28.3% | $10,137+111.9% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |