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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $1,053,406 |
WESTFIELD CAPITAL MANAGEMENT8+ years Filed as: WESTFIELD CAPITAL MGMT CO.LP Service code 28 · EIN 80-0175963 | Investment Management | $615,345 |
Filed as: INTERCONTINENTAL R/E CORPORATION Service code 28 · EIN 04-2895544 | Investment Management | $455,437 |
GREAT LAKES ADVISORS, LLC2 years Service code 28 · EIN 80-0292839 | Investment Management | $427,941 |
Service code 28 · EIN 23-2962336 | Investment Management | $417,656 |
WINTRUST INVESTMENTS LLC2 years Filed as: WINTRUST BANK, NA Service code 15 · EIN 36-3873352 | Recordkeeping | $410,282 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $343,613 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $248,573 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $222,397 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN, LEWIS, & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $222,167 |
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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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -8.50% | -14.80%+6.3pp | 22.50%-31.0pp | -14.80%+6.3pp |
| Employer contribution / active EE | $14,908 | $8,996+65.7% | $33,849-56.0% | $8,996+65.7% |
| Participant deferral / active EE | $0 | $455-100.0% | $101-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |