Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: KARPUS MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $308,931 |
NON-US EQUITY MANAGERS2+ years Filed as: NON-US EQUITY MGRS Service code 28 · EIN 11-3818954 | Investment Management | $278,362 |
SHAPIRO CAPITAL MANAGEMENT LLC2+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $208,741 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $157,612 |
YACKTMAN2+ years Service code 28 · EIN 36-3780592 | Investment Management | $148,446 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $117,593 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD Service code 28 · EIN 30-0027188 | Investment Management | $102,060 |
SCHARF INVESTMENTS LLC2+ years Filed as: SCHARF Service code 28 · EIN 26-3775085 | Investment Management | $98,027 |
HARRIS2+ years Service code 28 · EIN 04-3276558 | Investment Management | $94,232 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $77,173 |
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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 | $14,491,905-100.0% | $158,640-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 22.2%-22.2pp | 5.3%-5.3pp |
| Annual return | 8.82% | 1057.21%-1048.4pp | 10.66%-1.8pp | 1057.21%-1048.4pp |
| Employer contribution / active EE | $1,189 | $14,374-91.7% | $30,880-96.1% | $14,374-91.7% |
| Participant deferral / active EE | $0 | $351-100.0% | $65-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,478-100.0% | $81,210-100.0% |