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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND5+ years Service code 49 · EIN 22-6033381 | Other Services | $1,203,180 |
ATLANTA CAPITAL MANAGEMENT5+ years Service code 28 · EIN 58-2236910 | Investment Management | $385,970 |
WINSLOW CAPITAL MANAGEMENT5+ years Service code 28 · EIN 90-0860898 | Investment Management | $383,175 |
WESTFIELD CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0175963 | Investment Management | $376,982 |
LOOMIS SAYLES5+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $341,918 |
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $279,651 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $277,680 |
Filed as: PRUDENTIAL INSURANCE CO Service code 22 · EIN 22-1211670 | Insurance Broker | $268,217 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $215,101 |
IPS RIA, LLC5+ years Filed as: IPS INVESTMENT CONSULTANTS Service code 16 · EIN 58-2432390 | Consulting | $125,000 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 1.60% | 6.00%-4.4pp | 8.01%-6.4pp | 5230.06%-5228.5pp |
| Employer contribution / active EE | $9,997 | $14,010-28.6% | $29,476-66.1% | $10,491-4.7% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |