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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS EMPLOYEES BENEFIT CORP. Service code 13 · EIN 95-3084599 | Contract Administrator | $2,648,192 |
ARROWSTREET CAPITAL2 years Service code 28 · EIN 04-3472863 | Investment Management | $2,127,260 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $768,967 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $629,981 |
PGIM INVESTMENTS6 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $628,682 |
Filed as: NEWTON INVESTMENT MANAGEMENT NORTH Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $628,410 |
ARISTOTLE CAPITAL MANAGEMENT6 years Filed as: ARISTOTLE CAPITAL BOSTON LLC Service code 28 · EIN 47-1867873 | Investment Management | $524,459 |
Filed as: SCHRODER INVESTMENT MGMT Service code 28 · EIN 13-4064414 | Investment Management | $513,715 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $497,687 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $425,406 |
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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 | 11.85% | 8.48%+3.4pp | 8.10%+3.7pp | 8.48%+3.4pp |
| Employer contribution / active EE | $14,162 | $9,949+42.4% | $28,649-50.6% | $9,949+42.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |