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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $12,107 |
Service code 25 · EIN 06-1436577 276 POST ROAD WEST · WESTPORT, CT 06880 | Directed Trustee | $10,728 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $10,666 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,440 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $8,378 |
HS MANAGEMENT PARTNERS, LLC3+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $7,483 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,729 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,164 |
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 | $140,559 | $63,156+122.6% | $122,354+14.9% | $62,293+125.6% |
| Participation rate | 86.2% | 60.0%+26.2pp | 71.6%+14.6pp | 69.5%+16.7pp |
| Annual return | 18.19% | 20.61%-2.4pp | 30.28%-12.1pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,825 | $1,385+31.8% | $4,051-55.0% | $2,042-10.6% |
| Participant deferral / active EE | $6,799 | $2,321+192.9% | $3,287+106.8% | $3,169+114.5% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |