Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: KARPUS MANAGEMENT INC Service code 28 · EIN 16-1290558 | Investment Management | $39,291 |
HARDING LOEVNER LP4+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $17,769 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $16,643 |
SHAPIRO CAPITAL MANAGEMENT LLC4+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $11,017 |
HARRIS4+ years Service code 28 · EIN 04-3276558 | Investment Management | $9,287 |
YACKTMAN4+ years Service code 28 · EIN 36-3780592 | Investment Management | $7,126 |
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $6,689 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $5,911 |
DIAMOND HILL4+ years Service code 28 · EIN 31-1019984 | Investment Management | $4,471 |
SOUND SHORE4+ years Service code 28 · EIN 13-2509799 | Investment Management | $3,799 |
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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 | $317,036-100.0% | $177,834-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 13.0%-13.0pp |
| Annual return | 5.95% | 11.44%-5.5pp | 11.67%-5.7pp | 13.59%-7.6pp |
| Employer contribution / active EE | $0 | $7,885-100.0% | $28,376-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $15,617-100.0% | $29,657-100.0% |