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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT8 years Service code 28 · EIN 04-3370184 | Investment Management | $15,217 |
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254 | Investment Management | $8,398 |
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-2712418 | Investment Management | $8,286 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $6,906 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $5,441 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $5,020 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,326 | $52,507+176.8% | $129,406+12.3% | $74,478+95.1% |
| Participation rate | 86.8% | 53.9%+32.9pp | 69.6%+17.1pp | 67.2%+19.5pp |
| Annual return | 14.18% | 15.64%-1.5pp | 9468.18%-9454.0pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $1,991 | $1,534+29.8% | $4,155-52.1% | $2,626-24.2% |
| Participant deferral / active EE | $7,754 | $2,801+176.9% | $4,167+86.1% | $4,350+78.2% |
| Admin fee / account holder | $0 | $2,639-100.0% | $7,689-100.0% | $1,946-100.0% |