Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: KARPUS MANAGEMENT INC Service code 28 · EIN 16-1290558 | Investment Management | $32,697 |
HARDING LOEVNER LP3+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $20,149 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $17,317 |
SCHARF INVESTMENTS LLC3+ years Filed as: SCHARF Service code 28 · EIN 26-3775085 | Investment Management | $11,511 |
SHAPIRO CAPITAL MANAGEMENT LLC3+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $10,038 |
HARRIS3+ years Service code 28 · EIN 04-3276558 | Investment Management | $9,131 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $6,427 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD Service code 28 · EIN 30-0027188 | Investment Management | $6,169 |
YACKTMAN3+ years Service code 28 · EIN 36-3780592 | Investment Management | $6,068 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $5,706 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $105,125-100.0% | $192,869-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 14.6%-14.6pp |
| Annual return | 8.29% | -2.08%+10.4pp | -0.77%+9.1pp | 10.56%-2.3pp |
| Employer contribution / active EE | $0 | $7,322-100.0% | $29,514-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $0 | $36-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $42,257-100.0% | $3,354-100.0% |