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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND4+ years Service code 49 · EIN 22-6033381 | Other Services | $1,066,343 |
Filed as: PRUDENTIAL INSURANCE CO Service code 22 · EIN 22-1211670 | Insurance Broker | $454,363 |
Service code 28 · EIN 13-3257590 | Investment Management | $376,904 |
ATLANTA CAPITAL MANAGEMENT4+ years Service code 28 · EIN 58-2236910 | Investment Management | $363,148 |
WESTFIELD CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0175963 | Investment Management | $360,668 |
WINSLOW CAPITAL MANAGEMENT4+ years Service code 28 · EIN 90-0860898 | Investment Management | $354,788 |
LOOMIS SAYLES4+ years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $328,005 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $279,474 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $269,691 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $211,353 |
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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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 5.55% | 10.84%-5.3pp | 10.56%-5.0pp | 1023.85%-1018.3pp |
| Employer contribution / active EE | $10,375 | $14,186-26.9% | $30,199-65.6% | $11,605-10.6% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |