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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $125,535 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 51 | Investment Mgmt Fees | $83,369 |
Service code 28 · EIN 06-1439677 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $66,991 |
HS MANAGEMENT PARTNERS, LLC3 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $47,997 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $46,242 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $44,261 |
Service code 28 · EIN 77-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $39,759 |
SNYDER CAPITAL MANAGEMENT2 years Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $26,234 |
JACKSON SQUARE PARTNERS2 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $22,738 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $16,521 |
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 | $130,228 | $53,911+141.6% | $130,660-0.3% | $77,775+67.4% |
| Participation rate | 100.0% | 60.2%+39.8pp | 71.7%+28.3pp | 73.2%+26.8pp |
| Annual return | -0.13% | 21.93%-22.1pp | 1709.29%-1709.4pp | 32.58%-32.7pp |
| Employer contribution / active EE | $14,628 | $1,826+701.3% | $4,092+257.5% | $2,504+484.2% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $3,603-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $5,463-100.0% | $100-100.0% |