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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 100 MONTGOMERY ST STE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $221,005 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LP Service code 28 · EIN 80-0175963 | Investment Management | $183,552 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 880 CARILLON PKWY · SAINT PETERSBURG, FL 33733 | Investment Management | $145,857 |
BOSTON PARTNERS1+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 1 BEACON ST FL 30 · BOSTON, MA 02108 | Investment Management | $135,039 |
RIDGEWORTH1+ years Filed as: GENEVA CAPITAL MANAGEMENT LTD Service code 28 100 E WISCONSIN AVE STE 2550 · MILWAUKEE, WI 53202 | Investment Management | $131,086 |
CONTRARIAN1+ years Filed as: CONTRARIAN CAPITAL MANAGEMENT LLC Service code 28 411 W PUTNAM AVE STE 425 · GREENWICH, CT 06830 | Investment Management | $128,856 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $96,933 |
PACIFIC SOUTHWEST ADMINISTRATORS1+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $96,297 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $61,600 |
RONALD BLUE & COMPANY1+ years Filed as: RONALD DEAN Service code 29 · EIN 95-3879152 | Legal | $44,184 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 1.45% | 1.36%+0.1pp | -1.61%+3.1pp | 1.67%-0.2pp |
| Employer contribution / active EE | $9,530 | $10,832-12.0% | $30,840-69.1% | $10,506-9.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |