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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $198,568 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 11 · EIN 31-1582098 | Actuarial | $169,050 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $121,973 |
WESTFIELD CAPITAL MANAGEMENT2 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 80-0175963 | Investment Management | $64,143 |
DELAWARE INVESTMENTS6+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 13-3465352 | Investment Management | $56,525 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $54,450 |
PACIFIC INCOME ADVISORS6+ years Filed as: PACIFIC INCOME ADVISERS Service code 28 · EIN 95-4067974 | Investment Management | $30,468 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 10.55% | 8.57%+2.0pp | 7.87%+2.7pp | 9.29%+1.3pp |
| Employer contribution / active EE | $39,063 | $19,481+100.5% | $31,784+22.9% | $15,168+157.5% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |