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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCI, CA 94105 | Investment Management | $10,550 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 25 · EIN 06-1436577 276 POST ROAD WEST · WESTPORT, CT 06880 | Directed Trustee | $10,286 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $8,223 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $7,992 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $7,766 |
HS MANAGEMENT PARTNERS, LLC1+ years Service code 28 · EIN 26-0335469 598 MADISON AVENEUE · NEW YORK, NY 10022 | Investment Management | $7,101 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $7,080 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $123,093 | $37,134+231.5% | $100,671+22.3% | $52,331+135.2% |
| Participation rate | 78.3% | 57.7%+20.7pp | 70.7%+7.6pp | 68.1%+10.2pp |
| Annual return | 1.91% | 0.10%+1.8pp | 20.43%-18.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,554 | $1,187+30.9% | $4,012-61.3% | $1,882-17.4% |
| Participant deferral / active EE | $5,996 | $2,163+177.2% | $3,144+90.7% | $3,022+98.4% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |