| Provider | Service type | Compensation |
|---|---|---|
FULLER & THALER ASSET MANAGEMENT3+ years Filed as: FULLER AND THALER Service code 51 · EIN 94-3176968 | Investment Mgmt Fees | $439,611 |
Service code 13 · EIN 53-0088590 | Contract Administrator | $414,014 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $372,033 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $308,443 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $226,448 |
REAMS ASSET MANAGEMENT3+ years Service code 28 · EIN 43-1925734 | Investment Management | $219,491 |
IUOE LOCAL 825 WELFARE FUND3+ years Filed as: IUOE CENTRAL PENSION FUND Service code 14 · EIN 36-6052390 | Plan Administrator | $217,308 |
Service code 28 · EIN 75-2403190 | Investment Management | $192,309 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $138,299 |
AON CONSULTING1 year Filed as: AON INVESTMENT CONSULTING, INC Service code 27 · EIN 36-3109421 | Advisory (Plan) | $135,437 |
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 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 16.59% | 13.46%+3.1pp | 9.39%+7.2pp | 17.84%-1.3pp |
| Employer contribution / active EE | $20,685 | $16,846+22.8% | $33,466-38.2% | $14,688+40.8% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |