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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $144,107 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $38,142 |
Filed as: SCHRODER INVESTMENT MGMT, N. AMERIC Service code 28 · EIN 13-4064414 | Investment Management | $30,976 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Service code 28 · EIN 06-1439577 | Investment Management | $28,979 |
HS MANAGEMENT PARTNERS, LLC2+ years Service code 28 · EIN 26-0335469 | Investment Management | $20,125 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $16,482 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 94-3029777 | Investment Management | $12,745 |
Filed as: SNYDER CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3370184 | Investment Management | $9,440 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $6,599 |
JACKSON SQUARE PARTNERS1 year Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 | Investment Management | $6,121 |
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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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 9.90% | 14.65%-4.7pp | 8.93%+1.0pp | 10.41%-0.5pp |
| Employer contribution / active EE | $53,191 | $18,218+192.0% | $43,470+22.4% | $14,691+262.1% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |