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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND1+ years Service code 49 · EIN 22-6033381 | Other Services | $1,173,368 |
Filed as: PRUDENTIAL INSURANCE CO Service code 22 · EIN 22-1211670 | Insurance Broker | $400,004 |
LOOMIS SAYLES1+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $323,480 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $289,128 |
ATLANTA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 58-2236910 | Investment Management | $283,672 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $276,921 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 | Investment Management | $267,435 |
WINSLOW CAPITAL MANAGEMENT1+ years Service code 28 · EIN 90-0860898 | Investment Management | $262,905 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $246,341 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $237,647 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 1.46% | 3.63%-2.2pp | 4.16%-2.7pp | 9.19%-7.7pp |
| Employer contribution / active EE | $10,595 | $11,363-6.8% | $29,966-64.6% | $12,608-16.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |