Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT9+ years Filed as: KARPUS MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $520,492 |
NON-US EQUITY MANAGERS5 years Service code 28 · EIN 11-3818954 | Investment Management | $375,715 |
PGIM INVESTMENTS3 years Filed as: JENNISON Service code 28 · EIN 52-2069785 | Investment Management | $165,772 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $148,625 |
HARRIS9+ years Service code 28 · EIN 04-3276558 | Investment Management | $125,194 |
DIAMOND HILL9+ years Service code 28 · EIN 31-1019984 | Investment Management | $122,752 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP Service code 28 · EIN 95-1411037 | Investment Management | $120,582 |
SHAPIRO CAPITAL MANAGEMENT LLC9+ years Filed as: SHAPIRO Service code 28 · EIN 04-3276558 | Investment Management | $118,092 |
YACKTMAN9+ years Service code 28 · EIN 36-3780592 | Investment Management | $106,369 |
AETNA LIFE INSURANCE COMPANY9+ years Filed as: AETNA Service code 13 · EIN 06-1392903 | Contract Administrator | $92,007 |
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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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 9.59% | 8.48%+1.1pp | 148.78%-139.2pp | 8.48%+1.1pp |
| Employer contribution / active EE | $421 | $9,949-95.8% | $26,858-98.4% | $9,949-95.8% |
| Participant deferral / active EE | $0 | $734-100.0% | $63-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |