Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: KARPUS MANAGEMENT INC Service code 28 · EIN 16-1290558 | Investment Management | $36,606 |
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $16,321 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $14,931 |
SCHARF INVESTMENTS LLC1+ years Filed as: SCHARF Service code 28 · EIN 26-3775085 | Investment Management | $9,450 |
SHAPIRO CAPITAL MANAGEMENT LLC1+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $8,077 |
HARRIS1+ years Service code 28 · EIN 04-3276558 | Investment Management | $7,692 |
YACKTMAN1+ years Service code 28 · EIN 36-3780592 | Investment Management | $5,727 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $5,347 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD Service code 28 · EIN 30-0027188 | Investment Management | $4,954 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $4,726 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,850-100.0% | $139,743-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 22.6%-22.6pp | 12.6%-12.6pp |
| Annual return | -1.86% | 4.01%-5.9pp | 4.96%-6.8pp | 4.56%-6.4pp |
| Employer contribution / active EE | $0 | $8,726-100.0% | $29,749-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,927-100.0% | $3,369-100.0% | $1,711-100.0% |