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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $118,889 |
Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 51 | Investment Mgmt Fees | $82,368 |
Service code 28 · EIN 06-1439677 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $77,013 |
HS MANAGEMENT PARTNERS, LLC2 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $53,722 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $47,262 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $45,663 |
Service code 28 · EIN 77-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $30,452 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $22,973 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $18,180 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,187 |
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 | $135,615 | $407,990-66.8% | $121,220+11.9% | $75,289+80.1% |
| Participation rate | 100.0% | 59.5%+40.5pp | 71.8%+28.2pp | 72.4%+27.6pp |
| Annual return | 8.85% | 2.93%+5.9pp | 16.94%-8.1pp | -0.04%+8.9pp |
| Employer contribution / active EE | $15,069 | $1,846+716.4% | $4,023+274.6% | $2,405+526.6% |
| Participant deferral / active EE | $0 | $2,201-100.0% | $3,345-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $5,021-100.0% | $102-100.0% |