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| Provider | Service type | Compensation |
|---|---|---|
JACKSON SQUARE PARTNERS3 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $11,580 |
SNYDER CAPITAL MANAGEMENT4 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $11,398 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $9,447 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $8,863 |
Service code 28 · EIN 75-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $8,314 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $7,264 |
PNC BANK, N.A.6+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,792 |
IRIDIAN ASSET MANAGEMENT, LLC6+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $5,562 |
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 | $232,533 | $53,901+331.4% | $134,162+73.3% | $73,497+216.4% |
| Participation rate | 79.4% | 62.8%+16.6pp | 72.2%+7.2pp | 70.7%+8.7pp |
| Annual return | 15.65% | 15.82%-0.2pp | 36.35%-20.7pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,115 | $1,458+45.0% | $3,705-42.9% | $2,270-6.8% |
| Participant deferral / active EE | $9,095 | $2,739+232.1% | $3,500+159.9% | $3,740+143.2% |
| Admin fee / account holder | $0 | $581-100.0% | $6,685-100.0% | $513-100.0% |