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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $452,947 |
WESTFIELD CAPITAL MANAGEMENT9+ years Filed as: WESTFIELD CAPITAL MGMT CO LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $415,315 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST CO. Service code 28 · EIN 20-8080381 | Investment Management | $376,121 |
Filed as: INTERCONTINENTAL R/E CORPORATION Service code 28 · EIN 04-2895544 | Investment Management | $312,103 |
SEGALL BRYANT & HAMILL9+ years Service code 28 · EIN 41-1788385 | Investment Management | $305,615 |
GREAT LAKES ADVISORS, LLC3 years Service code 28 · EIN 80-0292839 | Investment Management | $259,056 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $181,975 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $171,250 |
HAMILTON LANE ADVISORS, LLC2 years Service code 28 · EIN 23-2962336 | Investment Management | $167,064 |
JOSEPH W. MCCARTHY & ASSOCIATES9+ years Filed as: JOSEPH J. SAMOLEWICZ Service code 30 · EIN 23-6262789 | Employee (plan); Direct payment from ... | $82,286 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,429 | $70,115+43.2% | $70,589+42.3% | $80,187+25.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 68.4%+31.6pp | 72.9%+27.1pp |
| Annual return | 8.57% | 134.51%-125.9pp | 32.80%-24.2pp | 40.40%-31.8pp |
| Employer contribution / active EE | $3,336 | $3,021+10.4% | $2,977+12.1% | $2,980+12.0% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,569-100.0% | $5,016-100.0% |
| Admin fee / account holder | $436 | $112+288.1% | $6,430-93.2% | $145+200.5% |