Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $127,159 |
Filed as: TRINITY ASSET MANAGEMENT,LLP Service code 51 | Investment Mgmt Fees | $91,770 |
Service code 28 · EIN 06-1439677 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $64,601 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $50,508 |
HS MANAGEMENT PARTNERS, LLC4 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $45,649 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $45,124 |
Service code 28 · EIN 77-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $34,763 |
SNYDER CAPITAL MANAGEMENT3 years Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $26,868 |
JACKSON SQUARE PARTNERS3 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $24,385 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 111 S. WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $19,278 |
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 | $117,560 | $53,932+118.0% | $134,162-12.4% | $90,274+30.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 72.2%+27.8pp | 73.4%+26.6pp |
| Annual return | -8.02% | 23.16%-31.2pp | 36.35%-44.4pp | 53.97%-62.0pp |
| Employer contribution / active EE | $14,154 | $1,611+778.6% | $3,705+282.0% | $2,523+460.9% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,500-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $6,685-100.0% | $114-100.0% |