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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0175963 | Investment Management | $83,508 |
RBC GLOBAL ASSET MANAGEMENT6+ years Service code 28 · EIN 04-3405915 | Investment Management | $75,457 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $67,500 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $65,355 |
O'SULLIVAN ASSOCIATES5 years Service code 11 · EIN 20-8199367 | Actuarial | $59,250 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $56,038 |
MATTHEW CONNAUGHTON2 years Service code 29 · EIN 30-0990582 | Legal | $55,000 |
BARBARA GILL6+ years Filed as: BARBARA MAGEE Service code 30 · EIN 22-6196388 | Direct payment from the plan; Employe... | $48,838 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $47,202 |
CATHERINE OAKES6+ years Service code 30 · EIN 22-6196388 | Direct payment from the plan; Employe... | $46,000 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 8.86% | 15.15%-6.3pp | 10.57%-1.7pp | 11.45%-2.6pp |
| Employer contribution / active EE | $8,196 | $16,781-51.2% | $29,483-72.2% | $17,219-52.4% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |