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| Provider | Service type | Compensation |
|---|---|---|
LOCUST LANE PARTNERS LLC2 years Filed as: LOCUST POINT CAPITAL, INC. Service code 51 141 W FRONT ST STE 210 · RED BANK, NJ 07701 | Investment Mgmt Fees | $724,512 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $220,719 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 95-3879152 | Actuarial | $157,029 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $149,626 |
BOSTON PARTNERS5+ years Filed as: ROBECO BOSTON PARTNERS Service code 51 · EIN 95-2036255 | Investment Mgmt Fees | $128,761 |
Filed as: ARISTOTLE CAPITAL BOSTON Service code 51 1 FEDERAL STREET, 36TH FLOOR · BOSTON, MA 02110 | Investment Mgmt Fees | $125,581 |
RIDGEWORTH5+ years Filed as: GENEVA CAPITAL MANAGEMENT LTD Service code 51 100 E WISCONSIN AVE STE 2550 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $115,142 |
PACIFIC SOUTHWEST ADMINISTRATORS5+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $106,167 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $95,289 |
CONTRARIAN5+ years Filed as: CONTRARIAN CAPITAL MANAGEMENT LLC Service code 51 · EIN 95-3879152 | Investment Mgmt Fees | $70,071 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 19.47% | 12.20%+7.3pp | 10.56%+8.9pp | 21.83%-2.4pp |
| Employer contribution / active EE | $12,750 | $12,801-0.4% | $30,199-57.8% | $12,237+4.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |