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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,197 |
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 | $6,091 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $5,895 |
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 | $72,078 | $41,281+74.6% | $109,313-34.1% | $57,658+25.0% |
| Participation rate | 53.5% | 59.3%-5.9pp | 71.3%-17.8pp | 70.2%-16.8pp |
| Annual return | 10.90% | 8.97%+1.9pp | 22.07%-11.2pp | 5.13%+5.8pp |
| Employer contribution / active EE | $2,773 | $1,201+130.8% | $3,892-28.8% | $1,974+40.5% |
| Participant deferral / active EE | $4,314 | $2,223+94.0% | $3,166+36.2% | $3,061+40.9% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |