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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS EMPLOYEES BENEFIT CORP. Service code 13 · EIN 95-3084599 | Contract Administrator | $2,048,922 |
ARROWSTREET CAPITAL5+ years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $1,142,498 |
SCHRODER INVESTMENT MANAGEMENT5+ years Service code 28 · EIN 13-4064414 | Investment Management | $1,037,179 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 | Investment Management | $739,380 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $595,441 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $574,529 |
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 20-5319476 | Investment Management | $499,385 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $471,457 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2755549 | Investment Management | $443,814 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-6078093 | Investment Management | $402,033 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 4.31% | 13.80%-9.5pp | 8.01%-3.7pp | 13.80%-9.5pp |
| Employer contribution / active EE | $20,931 | $10,386+101.5% | $29,476-29.0% | $10,386+101.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |