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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT6 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $60,370 |
JACKSON SQUARE PARTNERS6 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $50,705 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $31,998 |
ARIEL INVESTMENTS, LLC2 years Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $29,552 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $26,504 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $19,003 |
TRINITY PENSION CONSULTANTS6 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $13,363 |
HS MANAGEMENT PARTNERS, LLC8+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $11,151 |
ERNST & YOUNG LLP4 years Filed as: ERNST AND YOUNG, LLP Service code 10 · EIN 34-6565596 5 TIMES SQUARE · NEW YORK, NY 10036 | Accounting | $8,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,071 | $52,523+84.8% | $117,472-17.4% | $77,906+24.6% |
| Participation rate | 59.5% | 61.6%-2.1pp | 70.6%-11.1pp | 73.7%-14.2pp |
| Annual return | -16.59% | -13.76%-2.8pp | 29.77%-46.4pp | 12.16%-28.7pp |
| Employer contribution / active EE | $0 | $2,166-100.0% | $4,180-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $6,791 | $3,087+120.0% | $4,072+66.8% | $4,805+41.3% |
| Admin fee / account holder | $0 | $99-100.0% | $5,646-100.0% | $133-100.0% |