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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $19,436 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $15,148 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $13,601 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $13,042 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $12,714 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $8,793 |
HS MANAGEMENT PARTNERS, LLC1+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $8,777 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,740 |
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 | $217,045 | $37,134+484.5% | $100,671+115.6% | $52,331+314.8% |
| Participation rate | 100.0% | 57.7%+42.3pp | 70.7%+29.3pp | 68.1%+31.9pp |
| Annual return | -0.83% | 0.10%-0.9pp | 20.43%-21.3pp | 4.54%-5.4pp |
| Employer contribution / active EE | $5,930 | $1,187+399.4% | $4,012+47.8% | $1,882+215.1% |
| Participant deferral / active EE | $15,859 | $2,163+633.1% | $3,144+404.5% | $3,022+424.8% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |