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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND6+ years Service code 49 · EIN 22-6033381 | Other Services | $1,083,456 |
WINSLOW CAPITAL MANAGEMENT6+ years Service code 28 · EIN 90-0860898 | Investment Management | $460,309 |
Service code 28 · EIN 13-3257590 | Investment Management | $450,537 |
ATLANTA CAPITAL MANAGEMENT6+ years Service code 28 · EIN 58-2236910 | Investment Management | $437,063 |
LOOMIS SAYLES6+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $370,013 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $305,563 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $290,701 |
Filed as: PRUDENTIAL INSURANCE CO Service code 22 · EIN 22-1211670 | Insurance Broker | $270,946 |
WESTFIELD CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0175963 | Investment Management | $234,881 |
IPS RIA, LLC6+ years Filed as: IPS INVESTMENT CONSULTANTS Service code 16 · EIN 58-2432390 | Consulting | $137,500 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 26.77% | 19.39%+7.4pp | 11.08%+15.7pp | 19.39%+7.4pp |
| Employer contribution / active EE | $9,618 | $8,446+13.9% | $28,418-66.2% | $8,446+13.9% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |