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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $104,482 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 76 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $71,842 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 20-2480800 13100 SKYLINE BLVD · WOODSIDE, CA 94062 | Investment Management | $57,277 |
HS MANAGEMENT PARTNERS, LLC1+ years Filed as: HS MANAGEMENT PARTNERS LLC Service code 28 · EIN 26-0335469 598 MADISON AVE. · NEW YORK, NY 10022 | Investment Management | $49,828 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVE. · PITTSBURGH, PA 15222 | Directed Trustee | $42,139 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $35,799 |
STW FIXED INCOME MANAGEMENT, LLC1+ years Filed as: STW FIXED INCOME MANAGEMENT LLC Service code 28 · EIN 77-0555117 875 THIRD AVE · NEW YORK, NY 10022 | Investment Management | $27,588 |
LSV ASSET MANAGEMENT1+ years Filed as: SYNDER CAPITAL MANAGEMENT L.P. Service code 28 · EIN 04-3370184 101 MISSION STREET, #1400 · SAN FRANCISCO, CA 94105 | Investment Management | $22,303 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $16,869 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH UPPER WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $14,894 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,804 | $43,453+171.1% | $109,313+7.8% | $63,975+84.1% |
| Participation rate | 92.4% | 59.3%+33.1pp | 71.3%+21.1pp | 71.1%+21.2pp |
| Annual return | -5.05% | 9.85%-14.9pp | 22.07%-27.1pp | 48.65%-53.7pp |
| Employer contribution / active EE | $13,210 | $1,799+634.2% | $3,892+239.4% | $2,182+505.5% |
| Participant deferral / active EE | $0 | $2,093-100.0% | $3,166-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $5,666-100.0% | $70-100.0% |