Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: KARPUS MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $568,271 |
NON-US EQUITY MANAGERS1 year Service code 28 · EIN 11-3818954 | Investment Management | $258,265 |
DELAWARE INVESTMENTS5+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $143,204 |
YACKTMAN5+ years Service code 28 · EIN 36-3780592 | Investment Management | $122,243 |
SHAPIRO CAPITAL MANAGEMENT LLC5+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $114,985 |
HARRIS5+ years Service code 28 · EIN 04-3276558 | Investment Management | $95,857 |
AETNA LIFE INSURANCE COMPANY5+ years Filed as: AETNA Service code 28 · EIN 06-1392903 | Investment Management | $83,095 |
DIAMOND HILL5+ years Service code 28 · EIN 31-1019984 | Investment Management | $71,755 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $51,550 |
SOUND SHORE1 year Service code 28 · EIN 13-2509799 | Investment Management | $37,400 |
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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 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | -4.59% | 5230.06%-5234.6pp | 9.65%-14.2pp | 5230.06%-5234.6pp |
| Employer contribution / active EE | $1,389 | $10,491-86.8% | $27,458-94.9% | $10,491-86.8% |
| Participant deferral / active EE | $0 | $460-100.0% | $33-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |