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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND10+ years Service code 49 · EIN 22-6033381 | Other Services | $1,456,692 |
ATLANTA CAPITAL MANAGEMENT10+ years Service code 28 · EIN 58-2236910 | Investment Management | $677,847 |
Service code 28 · EIN 13-3257590 | Investment Management | $463,626 |
LOOMIS SAYLES10+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $428,409 |
WESTFIELD CAPITAL MANAGEMENT10+ years Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $310,510 |
WINSLOW CAPITAL MANAGEMENT10+ years Service code 28 · EIN 90-0860898 | Investment Management | $306,082 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $296,329 |
IPS RIA, LLC10+ years Filed as: IPS INVESTMENT CONSULTANTS Service code 16 · EIN 58-2432390 | Consulting | $260,000 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $231,909 |
GREAT LAKES ADVISORS, LLC4 years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $190,178 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.51% | 7.72%+0.8pp | 8.99%-0.5pp | 7.72%+0.8pp |
| Employer contribution / active EE | $10,295 | $10,549-2.4% | $25,171-59.1% | $10,549-2.4% |
| Participant deferral / active EE | $0 | $275-100.0% | $1-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |