| Provider | Service type | Compensation |
|---|---|---|
FULLER & THALER ASSET MANAGEMENT4+ years Filed as: FULLER AND THALER Service code 28 · EIN 94-3176968 | Investment Management | $439,377 |
Service code 13 · EIN 53-0088590 | Contract Administrator | $424,514 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $395,313 |
REAMS ASSET MANAGEMENT4+ years Service code 28 · EIN 43-1925734 | Investment Management | $212,481 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $191,266 |
Service code 28 · EIN 75-2403190 | Investment Management | $174,603 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $153,915 |
IUOE LOCAL 825 WELFARE FUND4+ years Filed as: IUOE CENTRAL PENSION FUND Service code 14 · EIN 36-6052390 | Plan Administrator | $149,059 |
STATE STREET GLOBAL ADVISORS4+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $140,170 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211870 | Investment Management | $97,269 |
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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -4.66% | -1.27%-3.4pp | -0.67%-4.0pp | 33.37%-38.0pp |
| Employer contribution / active EE | $20,917 | $12,021+74.0% | $31,731-34.1% | $11,253+85.9% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |