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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND8+ years Service code 49 · EIN 22-6033381 | Other Services | $1,399,309 |
ATLANTA CAPITAL MANAGEMENT8+ years Service code 28 · EIN 58-2236910 | Investment Management | $600,933 |
Service code 28 · EIN 13-3257590 | Investment Management | $413,025 |
LOOMIS SAYLES8+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $348,965 |
WESTFIELD CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0175963 | Investment Management | $298,915 |
WINSLOW CAPITAL MANAGEMENT8+ years Service code 28 · EIN 90-0860898 | Investment Management | $297,833 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $276,723 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $261,785 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $247,146 |
IPS RIA, LLC8+ years Filed as: IPS INVESTMENT CONSULTANTS Service code 16 · EIN 58-2432390 | Consulting | $243,750 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 5.89% | 33.11%-27.2pp | 20.18%-14.3pp | 33.11%-27.2pp |
| Employer contribution / active EE | $10,446 | $9,000+16.1% | $29,108-64.1% | $9,000+16.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |