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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $152,548 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $36,114 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 28 · EIN 06-1439577 | Investment Management | $28,675 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-3029777 | Investment Management | $23,462 |
HS MANAGEMENT PARTNERS, LLC1+ years Service code 28 · EIN 26-0335469 | Investment Management | $19,888 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $16,202 |
STW FIXED INCOME MANAGEMENT, LLC1+ years Filed as: STW FIXED INCOME MANAGEMENT LLC Service code 28 · EIN 77-0555117 | Investment Management | $14,744 |
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP. Service code 28 · EIN 04-3370184 | Investment Management | $8,744 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 | Investment Management | $6,614 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $5,839 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | -3.38% | 3.08%-6.5pp | 4.07%-7.4pp | 4.56%-7.9pp |
| Employer contribution / active EE | $51,546 | $13,461+282.9% | $45,149+14.2% | $15,526+232.0% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |