Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: KARPUS MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $572,854 |
NON-US EQUITY MANAGERS2 years Service code 28 · EIN 11-3818954 | Investment Management | $338,638 |
DELAWARE INVESTMENTS6+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $202,551 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $176,626 |
YACKTMAN6+ years Service code 28 · EIN 36-3780592 | Investment Management | $124,837 |
DIAMOND HILL6+ years Service code 28 · EIN 31-1019984 | Investment Management | $114,681 |
HARRIS6+ years Service code 28 · EIN 04-3276558 | Investment Management | $109,431 |
SHAPIRO CAPITAL MANAGEMENT LLC6+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $103,554 |
AETNA LIFE INSURANCE COMPANY6+ years Filed as: AETNA Service code 28 · EIN 06-1392903 | Investment Management | $81,011 |
Filed as: GRANITE Service code 28 · EIN 27-0225271 | Investment Management | $61,177 |
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Employer contribution per participant 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 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 34.86% | 19.39%+15.5pp | 10.41%+24.4pp | 19.39%+15.5pp |
| Employer contribution / active EE | $1,385 | $8,446-83.6% | $31,248-95.6% | $8,446-83.6% |
| Participant deferral / active EE | $0 | $353-100.0% | $4-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |