| Provider | Service type | Compensation |
|---|---|---|
FULLER & THALER ASSET MANAGEMENT1+ years Filed as: FULLER AND THALER Service code 51 · EIN 94-3176968 | Investment Mgmt Fees | $421,477 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $386,068 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $304,672 |
REAMS ASSET MANAGEMENT1+ years Service code 28 · EIN 43-1925734 | Investment Management | $278,593 |
CAPITAL GUARDIAN1+ years Service code 51 · EIN 95-2553868 | Investment Mgmt Fees | $236,205 |
Service code 28 · EIN 75-2403190 | Investment Management | $227,337 |
IUOE LOCAL 825 WELFARE FUND1+ years Filed as: IUOE CENTRAL PENSION FUND Service code 13 · EIN 36-6052390 | Contract Administrator | $194,254 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $192,949 |
PGIM INVESTMENTS1+ years Filed as: PGIM REAL ESTATE Service code 28 · EIN 22-1211670 | Investment Management | $135,574 |
EBERTS & HARRISON1+ years Filed as: EBERTS & HARRISON, INC. Service code 22 · EIN 52-0816262 | Insurance Broker | $95,764 |
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 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | 0.60% | 1.67%-1.1pp | -1.08%+1.7pp | 1.67%-1.1pp |
| Employer contribution / active EE | $17,570 | $10,506+67.2% | $35,779-50.9% | $10,506+67.2% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $238-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |