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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT3 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $50,807 |
JACKSON SQUARE PARTNERS3 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $46,111 |
LSV ASSET MANAGEMENT4 years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $34,637 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $32,953 |
IRIDIAN ASSET MANAGEMENT, LLC5+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $30,015 |
HS MANAGEMENT PARTNERS, LLC5+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $21,209 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $20,410 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $19,615 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 51 | Investment Mgmt Fees | $11,959 |
ERNST & YOUNG LLP1 year Filed as: ERNST AND YOUNG, LLP Service code 10 · EIN 34-6565596 5 TIMES SQUARE · NEW YORK, NY 10036 | Accounting | $6,286 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,070 | $53,911+63.4% | $130,660-32.6% | $77,775+13.2% |
| Participation rate | 60.9% | 60.2%+0.6pp | 71.7%-10.9pp | 73.2%-12.3pp |
| Annual return | 25.30% | 21.93%+3.4pp | 1709.29%-1684.0pp | 32.58%-7.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $4,092-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,468 | $2,288+139.0% | $3,603+51.8% | $3,966+37.9% |
| Admin fee / account holder | $0 | $129-100.0% | $5,463-100.0% | $100-100.0% |