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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND9+ years Service code 49 · EIN 22-6033381 | Other Services | $1,392,903 |
ATLANTA CAPITAL MANAGEMENT9+ years Service code 28 · EIN 58-2236910 | Investment Management | $609,829 |
LOOMIS SAYLES9+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $427,177 |
Service code 28 · EIN 13-3257590 | Investment Management | $420,641 |
WESTFIELD CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0175963 | Investment Management | $281,387 |
WINSLOW CAPITAL MANAGEMENT9+ years Service code 28 · EIN 90-0860898 | Investment Management | $280,563 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $275,517 |
IPS RIA, LLC9+ years Filed as: IPS INVESTMENT CONSULTANTS Service code 16 · EIN 58-2432390 | Consulting | $260,000 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $211,421 |
GREAT LAKES ADVISORS, LLC3 years Service code 51 · EIN 90-0292839 | Investment Mgmt Fees | $167,269 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.71% | 8.48%-0.8pp | 8.10%-0.4pp | 8.48%-0.8pp |
| Employer contribution / active EE | $10,185 | $9,949+2.4% | $28,649-64.5% | $9,949+2.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |