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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS EMPLOYEES BENEFIT CORP. Service code 13 · EIN 95-3084599 | Contract Administrator | $1,891,847 |
ARROWSTREET CAPITAL4+ years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $1,114,026 |
SCHRODER INVESTMENT MANAGEMENT4+ years Service code 28 · EIN 13-4064414 | Investment Management | $983,084 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $707,559 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $536,400 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $535,398 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $355,530 |
Filed as: THE BANK OF NEW YORK MELLON TRUST C Service code 21 · EIN 95-3571558 | Bank Trustee | $296,956 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $296,088 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 20-5319476 | Investment Management | $292,060 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $0 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 0.97% | 10.84%-9.9pp | 10.56%-9.6pp | 1023.85%-1022.9pp |
| Employer contribution / active EE | $22,082 | $14,186+55.7% | $30,199-26.9% | $11,605+90.3% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |