| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND2+ years Filed as: IUOE CENTRAL PENSION FUND Service code 14 · EIN 36-6052390 | Plan Administrator | $457,923 |
FULLER & THALER ASSET MANAGEMENT2+ years Filed as: FULLER AND THALER Service code 51 · EIN 94-3176968 | Investment Mgmt Fees | $421,719 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $378,781 |
Service code 13 · EIN 53-0088590 | Contract Administrator | $299,909 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $243,569 |
REAMS ASSET MANAGEMENT2+ years Service code 28 · EIN 43-1925734 | Investment Management | $229,963 |
Service code 28 · EIN 75-2403190 | Investment Management | $229,443 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $225,747 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 | Legal | $138,942 |
PGIM INVESTMENTS2+ years Filed as: PGIM REAL ESTATE Service code 28 · EIN 22-1211670 | Investment Management | $113,092 |
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% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 6.14% | 5.69%+0.4pp | 3.97%+2.2pp | 9.19%-3.1pp |
| Employer contribution / active EE | $18,996 | $14,808+28.3% | $28,168-32.6% | $12,608+50.7% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |