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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $47,352 |
SNYDER CAPITAL MANAGEMENT2+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 25 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Directed Trustee | $41,925 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $31,497 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $29,094 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $23,716 |
HS MANAGEMENT PARTNERS, LLC2+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $21,994 |
JACKSON SQUARE PARTNERS1 year Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $18,442 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $17,794 |
Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $14,092 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $13,212 |
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 | $68,549 | $43,453+57.8% | $109,313-37.3% | $63,975+7.2% |
| Participation rate | 61.9% | 59.3%+2.6pp | 71.3%-9.4pp | 71.1%-9.2pp |
| Annual return | 10.05% | 9.85%+0.2pp | 22.07%-12.0pp | 48.65%-38.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $3,892-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $4,463 | $2,093+113.2% | $3,166+40.9% | $3,356+33.0% |
| Admin fee / account holder | $0 | $79-100.0% | $5,666-100.0% | $70-100.0% |