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| Provider | Service type | Compensation |
|---|---|---|
LOCUST LANE PARTNERS LLC1 year Filed as: LOCUST POINT CAPITAL, INC. Service code 51 141 W FRONT ST STE 210 · RED BANK, NJ 07701 | Investment Mgmt Fees | $370,974 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $217,154 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 95-3879152 | Actuarial | $164,252 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT Service code 51 · EIN 58-2372400 | Investment Mgmt Fees | $145,667 |
BOSTON PARTNERS4+ years Filed as: ROBECO BOSTON PARTNERS Service code 51 · EIN 95-2036255 | Investment Mgmt Fees | $134,303 |
RIDGEWORTH4+ years Filed as: GENEVA CAPITAL MANAGEMENT LTD Service code 51 100 E WISCONSIN AVE STE 2550 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $121,342 |
CONTRARIAN4+ years Filed as: CONTRARIAN CAPITAL MANAGEMENT LLC Service code 51 · EIN 95-3879152 | Investment Mgmt Fees | $104,877 |
PACIFIC SOUTHWEST ADMINISTRATORS4+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $101,112 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $91,740 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $88,774 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.10% | 2.02%-7.1pp | -752.26%+747.2pp | 33.37%-38.5pp |
| Employer contribution / active EE | $11,941 | $12,422-3.9% | $31,802-62.5% | $11,253+6.1% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |