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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT2+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $10,350 |
Service code 25 · EIN 06-1436577 276 POST ROAD WEST · WESTPORT, CT 06880 | Directed Trustee | $10,126 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $7,190 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $7,183 |
HS MANAGEMENT PARTNERS, LLC2+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $7,071 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $6,140 |
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 | $125,925 | $38,969+223.1% | $109,313+15.2% | $55,167+128.3% |
| Participation rate | 75.4% | 58.2%+17.1pp | 71.3%+4.1pp | 69.0%+6.4pp |
| Annual return | 9.15% | 8.26%+0.9pp | 22.07%-12.9pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,476 | $1,227+20.3% | $3,892-62.1% | $1,963-24.8% |
| Participant deferral / active EE | $5,496 | $2,176+152.6% | $3,166+73.6% | $3,054+79.9% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |