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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $1,008,596 |
WESTFIELD CAPITAL MANAGEMENT9+ years Filed as: WESTFIELD CAPITAL MGMT CO.LP Service code 28 · EIN 80-0175963 | Investment Management | $626,455 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN, LEWIS, & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $581,476 |
Filed as: INTERCONTINENTAL R/E CORPORATION Service code 28 · EIN 04-2895544 | Investment Management | $468,229 |
GREAT LAKES ADVISORS, LLC3 years Service code 28 · EIN 80-0292839 | Investment Management | $445,485 |
HAMILTON LANE ADVISORS, LLC2 years Service code 28 · EIN 23-2962336 | Investment Management | $417,655 |
SEGALL BRYANT & HAMILL9+ years Service code 28 · EIN 35-2679129 | Investment Management | $412,695 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $337,145 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $262,288 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $223,146 |
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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 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 13.38% | 33.11%-19.7pp | 78.62%-65.2pp | 33.11%-19.7pp |
| Employer contribution / active EE | $18,086 | $9,000+101.0% | $31,646-42.8% | $9,000+101.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $101-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |