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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT7 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $14,617 |
JACKSON SQUARE PARTNERS6 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $13,723 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $10,489 |
ARIEL INVESTMENTS, LLC3 years Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICACO, IL 60601 | Investment Management | $8,207 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $7,561 |
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $6,954 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,955 | $48,432+345.9% | $121,204+78.2% | $71,511+202.0% |
| Participation rate | 79.6% | 54.3%+25.3pp | 69.5%+10.1pp | 67.9%+11.7pp |
| Annual return | 17.84% | 23.28%-5.4pp | 987.18%-969.3pp | 28.86%-11.0pp |
| Employer contribution / active EE | $2,503 | $1,493+67.6% | $4,170-40.0% | $2,589-3.3% |
| Participant deferral / active EE | $12,256 | $2,756+344.7% | $4,083+200.2% | $4,291+185.7% |
| Admin fee / account holder | $0 | $1,845-100.0% | $5,651-100.0% | $1,588-100.0% |