Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: KARPUS MANAGEMENT INC Service code 28 · EIN 16-1290558 | Investment Management | $26,603 |
HARDING LOEVNER LP2+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $16,756 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $14,555 |
SCHARF INVESTMENTS LLC2+ years Filed as: SCHARF Service code 28 · EIN 26-3775085 | Investment Management | $9,515 |
SHAPIRO CAPITAL MANAGEMENT LLC2+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $8,219 |
HARRIS2+ years Service code 28 · EIN 04-3276558 | Investment Management | $7,506 |
YACKTMAN2+ years Service code 28 · EIN 36-3780592 | Investment Management | $5,732 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $5,303 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD Service code 28 · EIN 30-0027188 | Investment Management | $4,989 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $4,753 |
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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 | $46,757-100.0% | $158,640-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.3%-11.3pp |
| Annual return | 9.56% | 9.02%+0.5pp | 10.66%-1.1pp | 10.41%-0.9pp |
| Employer contribution / active EE | $0 | $8,857-100.0% | $30,880-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $65-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $1,478-100.0% | $2,646-100.0% |