Filed December 22, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT8 years Service code 28 · EIN 04-3370184 | Investment Management | $20,321 |
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254 | Investment Management | $11,215 |
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-2712418 | Investment Management | $11,066 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $8,848 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $6,995 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $6,012 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,019 | $58,911+166.5% | $129,384+21.4% | $77,736+102.0% |
| Participation rate | 77.2% | 59.4%+17.8pp | 69.6%+7.6pp | 70.6%+6.7pp |
| Annual return | 15.42% | 24.75%-9.3pp | 9461.77%-9446.4pp | 31.26%-15.8pp |
| Employer contribution / active EE | $1,991 | $1,955+1.9% | $4,153-52.1% | $2,728-27.0% |
| Participant deferral / active EE | $8,573 | $3,220+166.3% | $4,166+105.8% | $4,651+84.3% |
| Admin fee / account holder | $0 | $592-100.0% | $7,686-100.0% | $433-100.0% |