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| Provider | Service type | Compensation |
|---|---|---|
JACKSON SQUARE PARTNERS4 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $14,063 |
SNYDER CAPITAL MANAGEMENT4 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $13,842 |
Filed as: IRIDIAN ASSET MANAGMENT, LLC Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $9,273 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $8,935 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,821 |
Filed as: STW FIXED INCOME MANAGMENT, LLC Service code 28 · EIN 75-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $7,863 |
HS MANAGEMENT PARTNERS, LLC3 years Filed as: HS MANAGEMENT PARTNERS Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,420 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $6,006 |
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 | $172,425 | $53,901+219.9% | $134,162+28.5% | $73,493+134.6% |
| Participation rate | 85.7% | 62.8%+22.9pp | 72.2%+13.5pp | 70.7%+15.0pp |
| Annual return | 18.23% | 15.82%+2.4pp | 36.35%-18.1pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,708 | $1,458+17.1% | $3,705-53.9% | $2,270-24.7% |
| Participant deferral / active EE | $6,718 | $2,739+145.3% | $3,500+92.0% | $3,740+79.6% |
| Admin fee / account holder | $0 | $581-100.0% | $6,685-100.0% | $513-100.0% |