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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT8 years Service code 25 · EIN 04-3370184 | Directed Trustee | $41,635 |
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254 | Investment Management | $22,979 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-0712418 | Investment Management | $22,672 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $14,966 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $8,507 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $7,408 |
HS MANAGEMENT PARTNERS, LLC10+ years Service code 28 · EIN 26-0335469 | Investment Management | $5,484 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $540,483 | $52,507+929.4% | $129,406+317.7% | $74,478+625.7% |
| Participation rate | 96.5% | 53.9%+42.6pp | 69.6%+26.9pp | 67.2%+29.3pp |
| Annual return | 13.78% | 15.64%-1.9pp | 9468.18%-9454.4pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $35,410 | $1,534+2208.1% | $4,155+752.2% | $2,626+1248.3% |
| Participant deferral / active EE | $18,864 | $2,801+573.6% | $4,167+352.7% | $4,350+333.6% |
| Admin fee / account holder | $0 | $2,639-100.0% | $7,689-100.0% | $1,946-100.0% |