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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 | Accounting | $201,975 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $111,512 |
NUVEEN1+ years Filed as: NUVEEN ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 27-4357327 | Investment Management | $79,460 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $67,946 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $64,159 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT CO., LLC Service code 28 · EIN 47-0875103 | Investment Management | $46,762 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $42,400 |
SEGALL BRYANT & HAMILL1+ years Service code 28 · EIN 41-1788385 | Investment Management | $41,922 |
ANCHOR CAPITAL ADVISORS LLC1+ years Service code 28 · EIN 20-4669888 | Investment Management | $40,397 |
ANDERSON, HELGEN, DAVIS & CEFALU1+ years Service code 29 · EIN 26-3644998 | Legal | $38,730 |
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Employer contribution per participant 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 | $0 | $14,096,330-100.0% | $192,069-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -2.42% | 1.67%-4.1pp | -0.79%-1.6pp | 1.67%-4.1pp |
| Employer contribution / active EE | $1,757 | $10,506-83.3% | $28,419-93.8% | $10,506-83.3% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $37-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $6,324-100.0% | $66,276-100.0% |