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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) | $258,838 |
Filed as: TRINITY ASSET MANAGEMENT Service code 28 | Investment Management | $167,189 |
PINCO1 year Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $120,112 |
SNYDER CAPITAL MANAGEMENT7 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $98,042 |
JACKSON SQUARE PARTNERS7 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $87,725 |
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $70,807 |
ARIEL INVESTMENTS, LLC3 years Service code 28 · EIN 02-2712418 200 EAST RANDOLPH STREET · CHICACO, IL 60601 | Investment Management | $52,612 |
HS MANAGEMENT PARTNERS, LLC8 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $48,294 |
Service code 28 · EIN 77-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $24,856 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 5 TIMES SQUARE · NEW YORK, NY 10036 | Accounting | $20,033 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,220 | $62,541+170.6% | $129,406+30.8% | $200,096-15.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 69.6%+30.4pp | 72.0%+28.0pp |
| Annual return | 18.52% | 16.95%+1.6pp | 9468.18%-9449.7pp | 34.26%-15.7pp |
| Employer contribution / active EE | $14,770 | $2,392+517.5% | $4,155+255.5% | $3,038+386.2% |
| Participant deferral / active EE | $0 | $3,123-100.0% | $4,167-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $7,689-100.0% | $269-100.0% |