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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT7 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $27,083 |
JACKSON SQUARE PARTNERS7 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $25,426 |
ARIEL INVESTMENTS, LLC3 years Service code 28 · EIN 02-2712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $15,206 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $11,161 |
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $10,008 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $8,304 |
HS MANAGEMENT PARTNERS, LLC9+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,130 |
Filed as: TRINITY ASSET MANAGEMENT Service code 28 | Investment Management | $5,108 |
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 | $452,052 | $48,432+833.4% | $121,214+272.9% | $71,535+531.9% |
| Participation rate | 98.6% | 54.3%+44.2pp | 69.5%+29.0pp | 67.9%+30.6pp |
| Annual return | 16.45% | 23.28%-6.8pp | 987.67%-971.2pp | 28.97%-12.5pp |
| Employer contribution / active EE | $34,772 | $1,493+2229.1% | $4,171+733.6% | $2,590+1242.6% |
| Participant deferral / active EE | $19,747 | $2,756+616.5% | $4,084+383.6% | $4,292+360.2% |
| Admin fee / account holder | $0 | $1,845-100.0% | $5,647-100.0% | $1,589-100.0% |