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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $112,765 |
HARDING LOEVNER LP6 years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $72,870 |
PROSKAUER ROSE LLP7+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $62,226 |
GLEN CAMISA6 years Service code 50 · EIN 11-2480671 | Direct Payment | $56,077 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $47,636 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $45,563 |
RBC GLOBAL ASSET MANAGEMENT7+ years Service code 28 · EIN 41-1460668 | Investment Management | $45,269 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $42,829 |
DICKINSON WRIGHT PLLC7+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $42,000 |
COLLERAN, O'HARA & MILLS LLP6 years Service code 29 · EIN 11-2940050 | Legal | $35,827 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.47% | 19.37%-4.9pp | 11.08%+3.4pp | 15.63%-1.2pp |
| Employer contribution / active EE | $6,334 | $13,107-51.7% | $28,418-77.7% | $11,476-44.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |