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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT2 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $13,871 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $12,283 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $9,386 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $9,354 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,895 |
IRIDIAN ASSET MANAGEMENT, LLC4+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $6,356 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,464 |
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 | $213,448 | $44,221+382.7% | $121,220+76.1% | $56,289+279.2% |
| Participation rate | 81.8% | 61.1%+20.7pp | 71.8%+10.0pp | 69.9%+11.9pp |
| Annual return | -3.63% | -3.58%0pp | 16.94%-20.6pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,214 | $1,480+49.6% | $4,023-45.0% | $2,111+4.9% |
| Participant deferral / active EE | $9,745 | $2,521+286.5% | $3,345+191.3% | $3,350+190.9% |
| Admin fee / account holder | $0 | $480-100.0% | $5,021-100.0% | $521-100.0% |