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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND2+ years Service code 49 · EIN 22-6033381 | Other Services | $1,365,822 |
LOOMIS SAYLES2+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $321,957 |
ATLANTA CAPITAL MANAGEMENT2+ years Service code 28 · EIN 58-2236910 | Investment Management | $294,680 |
WINSLOW CAPITAL MANAGEMENT2+ years Service code 28 · EIN 90-0860898 | Investment Management | $286,513 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0175963 | Investment Management | $285,877 |
Filed as: PRUDENTIAL INSURANCE CO Service code 22 · EIN 22-1211670 | Insurance Broker | $279,188 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $260,660 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $238,823 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $221,605 |
ADP BROKER-DEALER2+ years Filed as: ADP PAYROLL SERVICES Service code 49 1 ADP BOULEVARD · ROSELAND, NJ 07068 | Other Services | $213,585 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.31% | 12.33%-1.0pp | 8.32%+3.0pp | 17.84%-6.5pp |
| Employer contribution / active EE | $10,253 | $11,641-11.9% | $30,793-66.7% | $14,688-30.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |