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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD Service code 28 · EIN 30-0027188 | Investment Management | $61,843 |
Filed as: EMERSON INVESTMENT MANAGEMENT Service code 28 · EIN 04-2856496 | Investment Management | $56,641 |
POVOL & COMPANY, CPA, PC1+ years Service code 10 · EIN 81-0777739 | Accounting | $50,000 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $25,659 |
SAVASTA AND COMPANY, INC.1+ years Filed as: SAVASTA & COMPANY, INC. Service code 11 · EIN 13-3879959 | Actuarial | $18,000 |
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $10,911 |
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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 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | 0.57% | -5.77%+6.3pp | -3.43%+4.0pp | -2.16%+2.7pp |
| Employer contribution / active EE | $1,451 | $38,102-96.2% | $25,607-94.3% | $42,957-96.6% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |