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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LP Service code 28 · EIN 80-0175963 | Investment Management | $216,858 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 | Actuarial | $156,418 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE CAPITAL BOSTON Service code 28 1 FEDERAL ST 36TH FL · BOSTON, MA 02110 | Investment Management | $129,460 |
BOSTON PARTNERS6+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 350 S GRAND AVE · LOS ANGELES, CA 90071 | Investment Management | $123,873 |
RIDGEWORTH6+ years Filed as: GENEVA CAPITAL MANAGEMENT LTD Service code 28 100 E WISCONSIN AVE STE 2550 · MILWAUKEE, WI 53202 | Investment Management | $123,608 |
US BANK6+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $123,502 |
PACIFIC SOUTHWEST ADMINISTRATORS6+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $111,476 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $98,100 |
RVK, INC.6+ years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $68,415 |
CONTRARIAN6+ years Filed as: CONTRARIAN CAPITAL MANAGEMENT LLC Service code 28 · EIN 95-3879152 | Investment Management | $54,318 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 11.33% | 6.41%+4.9pp | 8.01%+3.3pp | 11.45%-0.1pp |
| Employer contribution / active EE | $14,504 | $11,592+25.1% | $29,476-50.8% | $17,219-15.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |