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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $542,527 |
WESTFIELD CAPITAL MANAGEMENT8+ years Filed as: WESTFIELD CAPITAL MGMT CO LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $406,191 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST CO. Service code 28 · EIN 20-8080381 | Investment Management | $395,408 |
SEGALL BRYANT & HAMILL8+ years Service code 51 · EIN 35-2679129 | Investment Mgmt Fees | $339,644 |
Filed as: INTERCONTINENTAL R/E CORPORATION Service code 28 · EIN 04-2895544 | Investment Management | $337,142 |
WINTRUST INVESTMENTS LLC2 years Filed as: WINTRUST BANK, NA Service code 15 · EIN 36-3873352 | Recordkeeping | $309,094 |
GREAT LAKES ADVISORS, LLC2 years Service code 28 · EIN 80-0292839 | Investment Management | $284,572 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $181,949 |
Service code 28 · EIN 23-2962336 | Investment Management | $167,063 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $165,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,127 | $63,321+61.3% | $68,815+48.4% | $77,906+31.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 69.0%+31.0pp | 73.7%+26.3pp |
| Annual return | -10.70% | -6.50%-4.2pp | -6.37%-4.3pp | 12.16%-22.9pp |
| Employer contribution / active EE | $2,772 | $2,794-0.8% | $2,656+4.4% | $2,846-2.6% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,943-100.0% | $4,805-100.0% |
| Admin fee / account holder | $444 | $104+325.9% | $4,936-91.0% | $133+235.0% |