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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) | $235,266 |
TRINITY PENSION CONSULTANTS5 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $168,517 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $124,943 |
SNYDER CAPITAL MANAGEMENT5 years Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $77,920 |
JACKSON SQUARE PARTNERS5 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $66,288 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $66,067 |
Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $44,271 |
Service code 28 · EIN 77-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $42,808 |
HS MANAGEMENT PARTNERS, LLC6 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $36,409 |
ARIEL INVESTMENTS, LLC1 year Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $32,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,075 | $52,523+218.1% | $117,472+42.2% | $77,906+114.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 70.6%+29.4pp | 73.7%+26.3pp |
| Annual return | 3.41% | -13.76%+17.2pp | 29.77%-26.4pp | 12.16%-8.7pp |
| Employer contribution / active EE | $13,150 | $2,166+507.2% | $4,180+214.6% | $2,846+362.0% |
| Participant deferral / active EE | $0 | $3,087-100.0% | $4,072-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $99-100.0% | $5,646-100.0% | $133-100.0% |