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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT8 years Service code 25 · EIN 04-3370184 | Directed Trustee | $69,508 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $41,733 |
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254 | Investment Management | $38,362 |
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-2712418 | Investment Management | $37,850 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $34,777 |
PINCO1 year Service code 28 · EIN 33-0629048 | Investment Management | $18,688 |
Filed as: TRINITY ASSET MANAGEMENT Service code 28 | Investment Management | $17,538 |
HS MANAGEMENT PARTNERS, LLC10+ years Service code 28 · EIN 26-0335469 | Investment Management | $11,317 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $10,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,090 | $62,541+104.8% | $129,406-1.0% | $200,096-36.0% |
| Participation rate | 57.9% | 56.8%+1.1pp | 69.6%-11.8pp | 72.0%-14.1pp |
| Annual return | 15.68% | 16.95%-1.3pp | 9468.18%-9452.5pp | 34.26%-18.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,155-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $7,442 | $3,123+138.3% | $4,167+78.6% | $5,090+46.2% |
| Admin fee / account holder | $0 | $167-100.0% | $7,689-100.0% | $269-100.0% |