Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: KARPUS MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $381,064 |
NON-US EQUITY MANAGERS1+ years Filed as: NON-US EQUITY MGRS Service code 28 · EIN 11-3818954 | Investment Management | $272,110 |
SHAPIRO CAPITAL MANAGEMENT LLC1+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $213,013 |
HARRIS1+ years Service code 28 · EIN 04-3276558 | Investment Management | $193,545 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $158,978 |
YACKTMAN1+ years Service code 28 · EIN 36-3780592 | Investment Management | $148,386 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $122,479 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD Service code 28 · EIN 30-0027188 | Investment Management | $119,361 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $110,390 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL Service code 28 · EIN 41-1975159 | Investment Management | $109,562 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $139,743-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 22.6%-22.6pp | 4.2%-4.2pp |
| Annual return | -2.62% | 10.64%-13.3pp | 4.96%-7.6pp | 10.64%-13.3pp |
| Employer contribution / active EE | $1,164 | $11,561-89.9% | $29,749-96.1% | $11,561-89.9% |
| Participant deferral / active EE | $0 | $347-100.0% | $26-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,369-100.0% | $312-100.0% |