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| Provider | Service type | Compensation |
|---|---|---|
TRINITY PENSION CONSULTANTS8 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $254,437 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $190,697 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $147,288 |
SNYDER CAPITAL MANAGEMENT9 years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 | Investment Management | $98,339 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $73,943 |
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-0712418 | Investment Management | $55,705 |
JACKSON SQUARE PARTNERS9 years Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 | Investment Management | $34,038 |
HS MANAGEMENT PARTNERS, LLC9 years Service code 28 · EIN 26-0335469 | Investment Management | $30,646 |
Filed as: SCHROEDER INVESTMENT MANAGEMENT Service code 28 · EIN 13-4064414 | Investment Management | $29,705 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $21,195 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,059 | $85,660+93.9% | $180,320-7.9% | $85,660+93.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 71.5%+28.5pp | 74.8%+25.2pp |
| Annual return | 6.16% | 19.52%-13.4pp | 778.54%-772.4pp | 19.52%-13.4pp |
| Employer contribution / active EE | $14,940 | $4,199+255.8% | $4,108+263.7% | $4,199+255.8% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,304-100.0% | $3,518-100.0% |
| Admin fee / account holder | $0 | $224-100.0% | $10,000-100.0% | $224-100.0% |