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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT3 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $15,114 |
JACKSON SQUARE PARTNERS3 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $13,717 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $10,304 |
Filed as: IRIDIAN ASSET MANGEMENT, LLC Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $9,440 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $7,713 |
HS MANAGEMENT PARTNERS, LLC2 years Filed as: HS MANAGEMENT PARTNERS Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,671 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $6,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $153,146 | $47,648+221.4% | $130,660+17.2% | $67,579+126.6% |
| Participation rate | 63.7% | 60.4%+3.3pp | 71.7%-8.0pp | 71.3%-7.5pp |
| Annual return | 22.32% | 25.73%-3.4pp | 1709.29%-1687.0pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,346 | $1,408-4.4% | $4,092-67.1% | $2,148-37.3% |
| Participant deferral / active EE | $5,129 | $2,616+96.0% | $3,603+42.4% | $3,539+44.9% |
| Admin fee / account holder | $0 | $105-100.0% | $5,463-100.0% | $142-100.0% |