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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 1124 years Service code 14 · EIN 45-0546196 | Plan Administrator | $58,967 |
JOHNSON BANK3 years Filed as: JOHNSON INVESTMENT COUNSEL Service code 51 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Investment Mgmt Fees | $41,381 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $33,463 |
THE SEGAL COMPANY4 years Service code 23 · EIN 13-1975125 | Insurance services | $31,398 |
RIDGEWORTH3 years Filed as: SEIX INVESTMENT ADVISORS Service code 51 1 MAYNARD DR #3200 · PARK RIDGE, NJ 07656 | Investment Mgmt Fees | $27,184 |
WILMINGTON TRUST4 years Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 15 401 EAST 8TH STREET, SUITE 305 · SIOUX FALLS, SD 57103 | Recordkeeping | $26,329 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $21,416 |
Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $14,000 |
HAMMOND AND SHINNERS, P.C.4 years Filed as: HAMMOND & SHINNERS PC Service code 29 · EIN 43-1164305 | Legal | $8,872 |
AMALGAMATED BANK4 years Service code 19 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $8,124 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,854 | $76,774-41.6% | $112,258-60.0% | $77,906-42.4% |
| Participation rate | 84.7% | 80.2%+4.6pp | 75.1%+9.7pp | 73.7%+11.0pp |
| Annual return | -9.38% | -10.25%+0.9pp | 27.47%-36.9pp | 12.16%-21.5pp |
| Employer contribution / active EE | $4,168 | $3,977+4.8% | $3,636+14.6% | $2,846+46.4% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,805-100.0% |
| Admin fee / account holder | $224 | $239-6.3% | $6,411-96.5% | $133+68.8% |