Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT8+ years Filed as: KARPUS MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $534,523 |
NON-US EQUITY MANAGERS4 years Service code 28 · EIN 11-3818954 | Investment Management | $472,484 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $210,292 |
PGIM INVESTMENTS2 years Filed as: JENNISON Service code 28 · EIN 52-2069785 | Investment Management | $203,343 |
DIAMOND HILL8+ years Service code 28 · EIN 31-1019984 | Investment Management | $172,124 |
SHAPIRO CAPITAL MANAGEMENT LLC8+ years Filed as: SHAPIRO Service code 28 · EIN 04-3276558 | Investment Management | $159,704 |
YACKTMAN8+ years Service code 28 · EIN 36-3780592 | Investment Management | $152,648 |
HARRIS8+ years Service code 28 · EIN 04-3276558 | Investment Management | $151,126 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP Service code 28 · EIN 95-1411037 | Investment Management | $128,820 |
Filed as: GRANITE Service code 28 · EIN 27-0225271 | Investment Management | $99,136 |
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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 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 0.42% | 33.11%-32.7pp | 14.20%-13.8pp | 33.11%-32.7pp |
| Employer contribution / active EE | $1,433 | $9,000-84.1% | $29,492-95.1% | $9,000-84.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $125-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |