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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,517 |
Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $11,926 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $8,689 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $8,627 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,314 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $6,728 |
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 | $232,748 | $63,156+268.5% | $122,354+90.2% | $62,293+273.6% |
| Participation rate | 73.9% | 60.0%+13.8pp | 71.6%+2.2pp | 69.5%+4.3pp |
| Annual return | 17.06% | 20.61%-3.6pp | 30.28%-13.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,531 | $1,385+82.8% | $4,051-37.5% | $2,042+24.0% |
| Participant deferral / active EE | $11,089 | $2,321+377.8% | $3,287+237.3% | $3,169+249.9% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |