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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $129,798 |
Filed as: LEGAL & GENERAL INVSESTMENT MGMT AM Service code 28 · EIN 20-8058531 | Investment Management | $87,781 |
Filed as: TRINITY STREET ASSET MANAGEMENT LLP Service code 28 | Investment Management | $25,792 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $24,619 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Service code 28 · EIN 06-1439577 | Investment Management | $23,558 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $21,839 |
HS MANAGEMENT PARTNERS, LLC3+ years Service code 28 · EIN 26-0335469 | Investment Management | $16,208 |
Filed as: SCHRODER INVESTMENT MGMT, N. AMERIC Service code 28 · EIN 13-4064414 | Investment Management | $9,966 |
SNYDER CAPITAL MANAGEMENT2 years Filed as: SNYDER CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3370184 | Investment Management | $7,562 |
JACKSON SQUARE PARTNERS2 years Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 | Investment Management | $6,866 |
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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 | $18,806-100.0% | $171,071-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.4%-37.4pp | 14.6%-14.6pp |
| Annual return | 8.17% | -1.00%+9.2pp | -3.19%+11.4pp | 10.56%-2.4pp |
| Employer contribution / active EE | $156,627 | $16,990+821.9% | $48,658+221.9% | $13,643+1048.0% |
| Participant deferral / active EE | $0 | $22-100.0% | $273-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $5,129-100.0% | $3,354-100.0% |