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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $87,517 |
GLEN CAMISA5 years Service code 30 · EIN 11-2480671 | Employee (plan); Direct payment from ... | $60,142 |
HARDING LOEVNER LP5 years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $51,678 |
RICHIE KNICE5 years Service code 30 · EIN 11-2480671 | Direct payment from the plan; Employe... | $48,910 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $48,548 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $47,793 |
DICKINSON WRIGHT PLLC6+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $42,000 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $36,245 |
RBC GLOBAL ASSET MANAGEMENT6+ years Service code 28 · EIN 41-1460668 | Investment Management | $33,367 |
CARLOS ANDRADE3 years Service code 30 · EIN 11-2480671 | Employee (plan); Direct payment from ... | $33,134 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.13% | 6.82%+5.3pp | 8.01%+4.1pp | 12.86%-0.7pp |
| Employer contribution / active EE | $6,542 | $12,695-48.5% | $29,476-77.8% | $13,687-52.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |