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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $100,859 |
WESTFIELD CAPITAL MANAGEMENT9+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $94,104 |
LOOMIS SAYLES5 years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $66,925 |
HARDING LOEVNER LP8 years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $66,408 |
RICHIE KNICE8 years Service code 30 · EIN 11-2480671 | Employee (plan); Direct payment from ... | $58,513 |
GLEN CAMISA8 years Service code 30 · EIN 11-2480671 | Employee (plan); Direct payment from ... | $54,747 |
COLLERAN, O'HARA & MILLS LLP8 years Service code 29 · EIN 11-2940050 | Legal | $52,951 |
PROSKAUER ROSE LLP9+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $52,699 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $50,189 |
RBC GLOBAL ASSET MANAGEMENT9+ years Service code 28 · EIN 41-1460668 | Investment Management | $43,802 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.40% | 7.95%+3.4pp | 20.18%-8.8pp | 9.11%+2.3pp |
| Employer contribution / active EE | $6,714 | $14,684-54.3% | $29,108-76.9% | $12,231-45.1% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |