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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT10+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $130,544 |
LOOMIS SAYLES6 years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $74,213 |
RICHIE KNICE9 years Service code 50 · EIN 11-2480671 | Direct Payment | $73,663 |
Service code 51 · EIN 14-1564237 384 NORTH GRAND STREET PO BOX 310 · COBLESKILL, NY 12043 | Investment Mgmt Fees | $72,724 |
GLEN CAMISA9 years Service code 30 · EIN 11-2480671 | Employee (plan); Direct payment from ... | $61,194 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $56,774 |
PROSKAUER ROSE LLP10+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $53,390 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $44,666 |
MCMORGAN & COMPANY LLC1 year Service code 51 · EIN 52-2334338 | Investment Mgmt Fees | $41,103 |
CHRISTINA MADERICH1 year Filed as: CHRISTINA OVERTON Service code 30 · EIN 11-2480671 | Employee (plan) | $38,290 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.89% | 10.33%+1.6pp | 8.10%+3.8pp | 9.30%+2.6pp |
| Employer contribution / active EE | $6,603 | $14,972-55.9% | $28,649-77.0% | $12,551-47.4% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |