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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT8+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LP Service code 28 · EIN 80-0175963 | Investment Management | $202,380 |
PACIFIC SOUTHWEST ADMINISTRATORS8+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $137,863 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $129,088 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 94-1503999 | Actuarial | $113,178 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $106,800 |
RVK, INC.8+ years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $71,179 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY L.P. Service code 28 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $55,211 |
COHEN & STEERS8+ years Filed as: COHEN, WEISS AND SIMON Service code 29 · EIN 13-1592323 | Legal | $32,626 |
RONALD BLUE & COMPANY8+ years Filed as: RONALD DEAN Service code 29 · EIN 95-3879152 | Legal | $25,935 |
US BANK5 years Filed as: MUFG UNION BANK Service code 49 · EIN 93-0304884 | Other Services | $24,895 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.95% | -7.95%-4.0pp | -5.85%-6.1pp | 23.41%-35.4pp |
| Employer contribution / active EE | $14,891 | $13,972+6.6% | $31,839-53.2% | $12,650+17.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |