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| Provider | Service type | Compensation |
|---|---|---|
TWIN CAPITAL MANAGEMENT1+ years Filed as: TWIN CITY PIPE TRADES SERVICE ASSN Service code 14 · EIN 41-0918427 | Plan Administrator | $573,429 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $470,214 |
TWELE CAPITAL MANAGEMENT, INC.1+ years Filed as: TWELE CAPITAL MANAGEMENT Service code 28 5601 SMETANA DRIVE, SUITE 707 · MINNETONKA, MN 55343 | Investment Management | $391,154 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $345,825 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $312,379 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL ASSET MANAGEMENT INC. Service code 28 · EIN 41-1460668 | Investment Management | $294,045 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 17 · EIN 36-3555078 | Pension Consulting | $217,382 |
HESSIAN & MCKASY, PA1+ years Filed as: HESSIAN & MCKASY P.A. Service code 29 · EIN 20-1551306 | Legal | $154,277 |
Filed as: WHV INVESTMENTS, INC Service code 28 · EIN 91-1631301 | Investment Management | $142,286 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Service code 28 · EIN 34-1922005 | Investment Management | $121,570 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -2.43% | 3.63%-6.1pp | 4.16%-6.6pp | 9.19%-11.6pp |
| Employer contribution / active EE | $11,975 | $11,363+5.4% | $29,966-60.0% | $12,608-5.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |