Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: KARPUS MANAGEMENT INC Service code 28 · EIN 16-1290558 | Investment Management | $47,463 |
HARDING LOEVNER LP5+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $10,692 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $10,592 |
SHAPIRO CAPITAL MANAGEMENT LLC5+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $8,228 |
HARRIS5+ years Service code 28 · EIN 04-3276558 | Investment Management | $7,211 |
YACKTMAN5+ years Service code 28 · EIN 36-3780592 | Investment Management | $5,981 |
DELAWARE INVESTMENTS5+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $5,197 |
DIAMOND HILL5+ years Service code 28 · EIN 31-1019984 | Investment Management | $3,876 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $3,610 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $1,263 |
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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 | $198,586-100.0% | $161,673-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 13.5%-13.5pp |
| Annual return | -6.70% | 8.51%-15.2pp | 9.65%-16.3pp | 9.29%-16.0pp |
| Employer contribution / active EE | $0 | $7,965-100.0% | $27,458-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $23,561-100.0% | $2,037-100.0% |