Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: KARPUS MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $584,225 |
NON-US EQUITY MANAGERS3 years Service code 28 · EIN 11-3818954 | Investment Management | $442,135 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $248,857 |
DELAWARE INVESTMENTS7+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $207,267 |
YACKTMAN7+ years Service code 28 · EIN 36-3780592 | Investment Management | $169,190 |
SHAPIRO CAPITAL MANAGEMENT LLC7+ years Filed as: SHAPIRO Service code 28 · EIN 04-3276558 | Investment Management | $157,128 |
DIAMOND HILL7+ years Service code 28 · EIN 31-1019984 | Investment Management | $155,044 |
HARRIS7+ years Service code 28 · EIN 04-3276558 | Investment Management | $150,446 |
Filed as: GRANITE Service code 28 · EIN 27-0225271 | Investment Management | $95,736 |
AETNA LIFE INSURANCE COMPANY7+ years Filed as: AETNA Service code 13 · EIN 06-1392903 | Contract Administrator | $80,576 |
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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 | $65,170-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | 3.00% | -14.80%+17.8pp | 7.07%-4.1pp | -14.80%+17.8pp |
| Employer contribution / active EE | $1,436 | $8,996-84.0% | $34,847-95.9% | $8,996-84.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $4-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $51-100.0% | - |