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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0175963 | Investment Management | $88,745 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $83,235 |
Filed as: INTERCONTINETAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $69,296 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $69,250 |
O'SULLIVAN ASSOCIATES9 years Service code 11 · EIN 20-8199367 | Actuarial | $59,950 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $48,905 |
MSPC7 years Service code 10 · EIN 22-2951202 | Accounting | $46,499 |
DAVID ROMANO1 year Filed as: DAVID BAUMAN Service code 30 · EIN 22-6196388 | Direct payment from the plan; Employe... | $45,360 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $41,794 |
MB CONNAUGHTON, ESQS, LLC2 years Service code 29 · EIN 30-0990582 | Legal | $38,990 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.37% | 8.51%+0.9pp | 10.53%-1.2pp | 8.76%+0.6pp |
| Employer contribution / active EE | $8,523 | $16,216-47.4% | $26,797-68.2% | $16,664-48.9% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |