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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $957,916 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN, LEWIS, & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $660,535 |
WESTFIELD CAPITAL MANAGEMENT10+ years Filed as: WESTFIELD CAPITAL MGMT CO.LP Service code 28 · EIN 80-0175963 | Investment Management | $603,859 |
GREAT LAKES ADVISORS, LLC4 years Service code 28 · EIN 80-0292839 | Investment Management | $517,499 |
SEGALL BRYANT & HAMILL10+ years Service code 28 · EIN 35-2679129 | Investment Management | $495,515 |
Filed as: INTERCONTINENTAL R/E CORPORATION Service code 28 · EIN 04-2895544 | Investment Management | $467,394 |
HAMILTON LANE ADVISORS, LLC3 years Service code 28 · EIN 23-2962336 | Investment Management | $375,891 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $358,358 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $258,077 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $191,342 |
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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 | 10.36% | 8.48%+1.9pp | 10.53%-0.2pp | 8.48%+1.9pp |
| Employer contribution / active EE | $18,476 | $9,949+85.7% | $26,797-31.0% | $9,949+85.7% |
| Participant deferral / active EE | $0 | $734-100.0% | $122-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |