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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $14,083 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $12,406 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,868 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $9,818 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Service code 25 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Directed Trustee | $7,301 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,220 |
Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $5,093 |
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 | $133,464 | $63,156+111.3% | $122,354+9.1% | $62,293+114.3% |
| Participation rate | 85.8% | 60.0%+25.8pp | 71.6%+14.1pp | 69.5%+16.3pp |
| Annual return | 20.75% | 20.61%+0.1pp | 30.28%-9.5pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,878 | $1,385+35.7% | $4,051-53.6% | $2,042-8.0% |
| Participant deferral / active EE | $7,040 | $2,321+203.3% | $3,287+114.2% | $3,169+122.1% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |