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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,465 |
SNYDER CAPITAL MANAGEMENT2+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $10,682 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $10,158 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $8,351 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $7,413 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $6,094 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,804 | $38,969+402.5% | $109,313+79.1% | $55,167+254.9% |
| Participation rate | 86.7% | 58.2%+28.5pp | 71.3%+15.4pp | 69.0%+17.7pp |
| Annual return | 7.82% | 8.26%-0.4pp | 22.07%-14.3pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,380 | $1,227+94.0% | $3,892-38.9% | $1,963+21.3% |
| Participant deferral / active EE | $10,147 | $2,176+366.4% | $3,166+220.5% | $3,054+232.2% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |