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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LP Service code 28 · EIN 80-0175963 | Investment Management | $252,559 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $145,358 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 94-1503999 | Actuarial | $123,449 |
PACIFIC SOUTHWEST ADMINISTRATORS7+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $111,476 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE CAPITAL BOSTON Service code 28 11100 SANTA MONICA BLVD STE 1700 · LOS ANGELES, CA 90025 | Investment Management | $102,688 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $98,900 |
RVK, INC.7+ years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $86,144 |
RIDGEWORTH7+ years Filed as: GENEVA CAPITAL MANAGEMENT LTD Service code 28 100 E WISCONSIN AVE STE 2550 · MILWAUKEE, WI 53202 | Investment Management | $85,560 |
Filed as: ROBECO INVESTMENT MANAGEMENT INC Service code 28 350 S GRAND AVE STE 1550 · LOS ANGELES, CA 90071 | Investment Management | $80,031 |
CONTRARIAN1 year Filed as: CONTRARIAN CAPITAL MANAGEMENT Service code 28 · EIN 95-3879152 | Investment Management | $73,641 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 14.15% | 24.46%-10.3pp | 11.08%+3.1pp | 13.24%+0.9pp |
| Employer contribution / active EE | $12,140 | $11,981+1.3% | $28,418-57.3% | $14,616-16.9% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |