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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT5 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $16,106 |
JACKSON SQUARE PARTNERS4 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $14,204 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $10,325 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $8,818 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERYY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $6,906 |
ARIEL INVESTMENTS, LLC1 year Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $5,028 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,021 | $61,052+312.8% | $142,898+76.4% | $79,391+217.4% |
| Participation rate | 77.3% | 60.1%+17.2pp | 72.0%+5.3pp | 70.7%+6.6pp |
| Annual return | 13.91% | 16.02%-2.1pp | 5639.64%-5625.7pp | 116.88%-103.0pp |
| Employer contribution / active EE | $2,261 | $1,481+52.7% | $4,146-45.5% | $2,428-6.9% |
| Participant deferral / active EE | $10,404 | $2,879+261.3% | $3,838+171.0% | $4,046+157.1% |
| Admin fee / account holder | $0 | $659-100.0% | $6,560-100.0% | $627-100.0% |