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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 46 HEALTH FUND1 year Service code 49 · EIN 16-0760551 | Other Services | $97,994 |
Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 | Investment Management | $95,618 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $83,761 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $76,403 |
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $76,342 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD FRERES ASSET MANAGEMENT Service code 28 · EIN 13-5545100 | Investment Management | $71,720 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO., L Service code 28 · EIN 30-0027188 | Investment Management | $62,861 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $47,100 |
MDT ADVISORS4+ years Service code 28 · EIN 94-3267050 | Investment Management | $31,369 |
Filed as: CONFLUENCE Service code 28 20 ALLEN STREET SUITE 300 · ST. LOUIS, MO 63119 | Investment Management | $31,134 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 3.84% | 33.70%-29.9pp | 14.64%-10.8pp | 53.27%-49.4pp |
| Employer contribution / active EE | $14,823 | $14,473+2.4% | $41,831-64.6% | $14,774+0.3% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |