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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $22,002 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $19,382 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $15,338 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $14,998 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,394 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $12,260 |
HS MANAGEMENT PARTNERS, LLC3+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $10,462 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $9,463 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $6,351 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $308,976 | $63,156+389.2% | $122,354+152.5% | $62,293+396.0% |
| Participation rate | 100.0% | 60.0%+40.0pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 18.18% | 20.61%-2.4pp | 30.28%-12.1pp | 28.90%-10.7pp |
| Employer contribution / active EE | $24,233 | $1,385+1649.9% | $4,051+498.2% | $2,042+1086.6% |
| Participant deferral / active EE | $15,492 | $2,321+567.5% | $3,287+371.3% | $3,169+388.8% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |