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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT8 years Service code 28 · EIN 04-3370184 | Investment Management | $17,646 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $12,457 |
JACKSON SQUARE PARTNERS7 years Service code 28 · EIN 80-0945254 | Investment Management | $9,739 |
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-2712418 | Investment Management | $9,609 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 25 · EIN 33-0629048 | Directed Trustee | $8,432 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $8,228 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,912 | $52,507+337.9% | $129,406+77.7% | $74,478+208.7% |
| Participation rate | 83.3% | 53.9%+29.4pp | 69.6%+13.7pp | 67.2%+16.1pp |
| Annual return | 14.20% | 15.64%-1.4pp | 9468.18%-9454.0pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $2,530 | $1,534+64.9% | $4,155-39.1% | $2,626-3.7% |
| Participant deferral / active EE | $12,399 | $2,801+342.7% | $4,167+197.5% | $4,350+185.0% |
| Admin fee / account holder | $0 | $2,639-100.0% | $7,689-100.0% | $1,946-100.0% |