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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $44,369 |
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94015 | Directed Trustee | $43,331 |
COLUMBUS CIRCLE INVESTORS1+ years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $33,772 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $30,938 |
LSV ASSET MANAGEMENT1+ years Filed as: LSV ASSETS MANAGEMENT Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $29,078 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $25,337 |
HS MANAGEMENT PARTNERS, LLC1+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $21,358 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $17,884 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $12,836 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 20-2480800 13100 SKYLINE BOULEVARD · WOODSIDE, CA 94062 | Investment Management | $9,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,102 | $38,312+64.7% | $100,671-37.3% | $59,188+6.6% |
| Participation rate | 55.1% | 57.4%-2.3pp | 70.7%-15.6pp | 69.4%-14.3pp |
| Annual return | -0.20% | 2.64%-2.8pp | 20.43%-20.6pp | 5.51%-5.7pp |
| Employer contribution / active EE | $0 | $1,183-100.0% | $4,012-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $4,496 | $1,847+143.4% | $3,144+43.0% | $3,265+37.7% |
| Admin fee / account holder | $0 | $68-100.0% | $4,850-100.0% | $92-100.0% |