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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $70,535 |
HARDING LOEVNER LP4 years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $67,821 |
GLEN CAMISA4 years Service code 30 · EIN 11-2480671 | Direct payment from the plan; Employe... | $59,193 |
RBC GLOBAL ASSET MANAGEMENT5+ years Service code 28 · EIN 41-1460668 | Investment Management | $49,258 |
CALIBRE CPA GROUP PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $48,658 |
RICHIE KNICE4 years Service code 30 · EIN 11-2480671 | Direct payment from the plan; Employe... | $48,345 |
COLLERAN, O'HARA & MILLS LLP4 years Service code 29 · EIN 11-2940050 | Legal | $47,555 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $43,918 |
DICKINSON WRIGHT PLLC5+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $42,000 |
PROSKAUER ROSE LLP5+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $39,631 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 18.08% | 14.29%+3.8pp | 14.64%+3.4pp | 21.83%-3.7pp |
| Employer contribution / active EE | $6,580 | $12,083-45.5% | $41,831-84.3% | $12,237-46.2% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |