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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) | $209,595 |
TRINITY PENSION CONSULTANTS6 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $139,210 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $112,647 |
SNYDER CAPITAL MANAGEMENT6 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $77,005 |
JACKSON SQUARE PARTNERS6 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $66,744 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $59,297 |
HS MANAGEMENT PARTNERS, LLC7 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $40,910 |
ARIEL INVESTMENTS, LLC2 years Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $40,390 |
Service code 28 · EIN 77-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $27,487 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON & BURLING, LLP Service code 29 · EIN 53-0188411 | Legal | $24,188 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,588 | $57,775+158.9% | $121,214+23.4% | $80,187+86.5% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.5%+30.5pp | 72.9%+27.1pp |
| Annual return | -5.48% | 20.30%-25.8pp | 987.67%-993.1pp | 40.40%-45.9pp |
| Employer contribution / active EE | $13,754 | $2,132+545.2% | $4,171+229.7% | $2,980+361.6% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $4,084-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $5,647-100.0% | $145-100.0% |