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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND7+ years Service code 49 · EIN 22-6033381 | Other Services | $1,081,588 |
ATLANTA CAPITAL MANAGEMENT7+ years Service code 28 · EIN 58-2236910 | Investment Management | $640,149 |
WINSLOW CAPITAL MANAGEMENT7+ years Service code 28 · EIN 90-0860898 | Investment Management | $457,524 |
LOOMIS SAYLES7+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $348,476 |
WESTFIELD CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0175963 | Investment Management | $332,893 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $330,688 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $329,467 |
Filed as: PRINCIPAL TRUST COMPANY Service code 28 · EIN 23-2772200 | Investment Management | $305,193 |
Service code 51 · EIN 90-0292839 | Investment Mgmt Fees | $300,047 |
IPS RIA, LLC7+ years Filed as: IPS INVESTMENT CONSULTANTS Service code 16 · EIN 58-2432390 | Consulting | $188,750 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -7.06% | -14.80%+7.7pp | -5.85%-1.2pp | -14.80%+7.7pp |
| Employer contribution / active EE | $10,129 | $8,996+12.6% | $31,839-68.2% | $8,996+12.6% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |