Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: KARPUS MANAGEMENT INC Service code 28 · EIN 16-1290558 | Investment Management | $61,740 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $10,033 |
DELAWARE INVESTMENTS6+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $7,936 |
YACKTMAN6+ years Service code 28 · EIN 36-3780592 | Investment Management | $6,830 |
DIAMOND HILL6+ years Service code 28 · EIN 31-1019984 | Investment Management | $6,481 |
HARRIS6+ years Service code 28 · EIN 04-3276558 | Investment Management | $6,365 |
SHAPIRO CAPITAL MANAGEMENT LLC6+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $5,805 |
Filed as: GRANITE Service code 28 · EIN 27-0225271 | Investment Management | $4,370 |
NUVEEN2 years Service code 28 · EIN 27-4357327 | Investment Management | $3,356 |
HARDING LOEVNER LP6+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $2,669 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,044-100.0% | $161,924-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 8.4%-8.4pp |
| Annual return | 44.68% | 9.26%+35.4pp | 10.41%+34.3pp | 18.35%+26.3pp |
| Employer contribution / active EE | $0 | $10,913-100.0% | $31,248-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1,130-100.0% | $9,141-100.0% |