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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS EMPLOYEES BENEFIT CORP. Service code 13 · EIN 95-3084599 | Contract Administrator | $2,077,446 |
ARROWSTREET CAPITAL1 year Service code 28 · EIN 04-3472863 | Investment Management | $1,898,268 |
Filed as: SCHRODER INVESTMENT MGMT Service code 28 · EIN 13-4064414 | Investment Management | $1,666,757 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $926,129 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $643,248 |
PGIM INVESTMENTS5 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $593,462 |
Filed as: NEWTON INVESTMENT MANAGEMENT NORTH Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $571,268 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT (PIMC Service code 28 · EIN 33-0629048 | Investment Management | $506,659 |
ARISTOTLE CAPITAL MANAGEMENT5 years Filed as: ARISTOTLE CAPITAL BOSTON LLC Service code 28 · EIN 47-1867873 | Investment Management | $496,439 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $491,160 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 0.62% | 7.10%-6.5pp | 20.18%-19.6pp | 13.18%-12.6pp |
| Employer contribution / active EE | $19,137 | $12,760+50.0% | $29,108-34.3% | $8,469+126.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |