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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $176,655 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 51 | Investment Mgmt Fees | $124,584 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $119,327 |
Service code 28 · EIN 77-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $105,009 |
Service code 28 · EIN 06-1439677 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $78,109 |
HS MANAGEMENT PARTNERS, LLC5 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $54,075 |
PNC BANK, N.A.6+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $53,994 |
JACKSON SQUARE PARTNERS4 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $48,817 |
SNYDER CAPITAL MANAGEMENT4 years Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $48,052 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $30,622 |
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 | $158,592 | $62,943+152.0% | $142,908+11.0% | $93,010+70.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 72.0%+28.0pp | 73.9%+26.1pp |
| Annual return | 37.85% | 16.28%+21.6pp | 5640.16%-5602.3pp | 158.70%-120.9pp |
| Employer contribution / active EE | $13,588 | $1,374+889.2% | $4,146+227.7% | $2,705+402.3% |
| Participant deferral / active EE | $0 | $2,841-100.0% | $3,838-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $6,560-100.0% | $152-100.0% |