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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND3+ years Service code 49 · EIN 22-6033381 | Other Services | $1,426,660 |
WESTFIELD CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0175963 | Investment Management | $348,937 |
Service code 28 · EIN 13-3257590 | Investment Management | $344,407 |
WINSLOW CAPITAL MANAGEMENT3+ years Service code 28 · EIN 90-0860898 | Investment Management | $343,181 |
ATLANTA CAPITAL MANAGEMENT3+ years Service code 28 · EIN 58-2236910 | Investment Management | $318,025 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $285,141 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $258,926 |
Filed as: PRUDENTIAL INSURANCE CO Service code 22 · EIN 22-1211670 | Insurance Broker | $248,874 |
ADP BROKER-DEALER3+ years Filed as: ADP PAYROLL SERVICES Service code 49 1 ADP BOULEVARD · ROSELAND, NJ 07068 | Other Services | $220,592 |
IPS RIA, LLC3+ years Filed as: IPS INVESTMENT CONSULTANTS Service code 16 · EIN 58-2432390 | Consulting | $110,000 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 8.46% | 2.02%+6.4pp | -752.26%+760.7pp | 33.37%-24.9pp |
| Employer contribution / active EE | $10,849 | $12,422-12.7% | $31,802-65.9% | $11,253-3.6% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |