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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT10+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LP Service code 28 · EIN 80-0175963 | Investment Management | $266,658 |
DWS FUNDS2 years Filed as: RREEF AMERICA L.L.C. Service code 28 · EIN 58-2364506 | Investment Management | $201,095 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $164,879 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $148,550 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $135,391 |
PACIFIC SOUTHWEST ADMINISTRATORS10+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $118,260 |
RVK, INC.2 years Filed as: R.V. KUHNS INVESTMENT CONSULTING Service code 27 · EIN 93-0910652 | Advisory (Plan) | $74,055 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $72,432 |
CORE CAPITAL SOLUTIONS2 years Filed as: SC CORE MANAGEMENT LTD. Service code 28 | Investment Management | $24,345 |
RONALD BLUE & COMPANY10+ years Filed as: RONALD DEAN Service code 29 · EIN 95-3879152 | Legal | $22,895 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.83% | 10.33%-1.5pp | 8.10%+0.7pp | 9.30%-0.5pp |
| Employer contribution / active EE | $19,839 | $14,972+32.5% | $28,649-30.8% | $12,551+58.1% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |