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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $104,021 |
Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $71,150 |
Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $49,683 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 20-2480800 13100 SKYLINE BOULEVARD · WOODSIDE, CA 94062 | Investment Management | $45,758 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $41,605 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $34,733 |
Service code 28 · EIN 77-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $26,873 |
Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $23,316 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $16,180 |
JACKSON SQUARE PARTNERS1 year Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $10,257 |
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 | $125,312 | $52,149+140.3% | $122,354+2.4% | $77,958+60.7% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.6%+28.4pp | 71.6%+28.4pp |
| Annual return | 9.43% | 17.75%-8.3pp | 30.28%-20.9pp | 20.87%-11.4pp |
| Employer contribution / active EE | $14,605 | $1,750+734.8% | $4,051+260.5% | $2,310+532.1% |
| Participant deferral / active EE | $0 | $2,114-100.0% | $3,287-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,479-100.0% | $97-100.0% |