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| Provider | Service type | Compensation |
|---|---|---|
ATPA1+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $3,860,724 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 | Investment Management | $1,807,034 |
Service code 28 · EIN 13-3200244 | Investment Management | $1,731,412 |
LOOMIS SAYLES1+ years Filed as: LOOMIS-SAYLES & CO LLP Service code 28 · EIN 04-0320030 | Investment Management | $1,391,068 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $1,233,953 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $1,097,645 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $818,160 |
WELLINGTON TRUST COMPANY1+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $799,319 |
AMALGAMATED BANK1+ years Filed as: AMALGATRUST Service code 19 · EIN 36-0721895 | Securities Custodian | $777,654 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $769,371 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $115,244-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 33.3%-33.3pp | 9.2%-9.2pp |
| Annual return | 3.09% | -0.08%+3.2pp | -1.61%+4.7pp | -0.08%+3.2pp |
| Employer contribution / active EE | $16,437 | $7,991+105.7% | $30,840-46.7% | $7,991+105.7% |
| Participant deferral / active EE | $0 | $325-100.0% | $41-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $3,433-100.0% | $275-100.0% |