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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT5 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $37,687 |
JACKSON SQUARE PARTNERS5 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $33,237 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $11,907 |
ARIEL INVESTMENTS, LLC1 year Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $11,765 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $11,685 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $10,534 |
IRIDIAN ASSET MANAGEMENT, LLC7+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $9,579 |
HS MANAGEMENT PARTNERS, LLC7+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,795 |
Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $6,181 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $6,079 |
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 | $533,817 | $61,052+774.4% | $142,908+273.5% | $79,395+572.4% |
| Participation rate | 100.0% | 60.1%+39.9pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 13.19% | 16.02%-2.8pp | 5640.16%-5627.0pp | 116.90%-103.7pp |
| Employer contribution / active EE | $35,628 | $1,481+2306.3% | $4,146+759.3% | $2,428+1367.4% |
| Participant deferral / active EE | $17,636 | $2,879+512.5% | $3,838+359.5% | $4,046+335.9% |
| Admin fee / account holder | $0 | $659-100.0% | $6,560-100.0% | $626-100.0% |