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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP8+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $155,665 |
WESTFIELD CAPITAL MANAGEMENT8+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $78,758 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $67,404 |
HARDING LOEVNER LP7 years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $65,168 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $60,803 |
GLEN CAMISA7 years Service code 50 · EIN 11-2480671 | Direct Payment | $50,529 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $42,408 |
RBC GLOBAL ASSET MANAGEMENT8+ years Service code 28 · EIN 41-1460668 | Investment Management | $40,223 |
DICKINSON WRIGHT PLLC8+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $35,000 |
REYNOLDS CONSULTING SERVICES7 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $29,150 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.16% | -7.95%-2.2pp | -5.85%-4.3pp | 23.41%-33.6pp |
| Employer contribution / active EE | $6,692 | $13,972-52.1% | $31,839-79.0% | $12,650-47.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |