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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 | $5,767 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $5,720 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT · BALTIMORE, MD 21202 | Recordkeeping | $5,074 |
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 | $65,636 | $47,078+39.4% | $100,671-34.8% | $55,191+18.9% |
| Participation rate | 45.9% | 58.0%-12.1pp | 70.7%-24.8pp | 69.2%-23.3pp |
| Annual return | 7.55% | 0.65%+6.9pp | 20.43%-12.9pp | 10.78%-3.2pp |
| Employer contribution / active EE | $2,555 | $1,065+139.8% | $4,012-36.3% | $1,899+34.6% |
| Participant deferral / active EE | $3,979 | $2,038+95.2% | $3,144+26.6% | $3,046+30.6% |
| Admin fee / account holder | $0 | $153-100.0% | $4,850-100.0% | $91-100.0% |