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 MANAGEMENT6 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $17,386 |
JACKSON SQUARE PARTNERS1 year Filed as: JACKSON SQUARE Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $14,602 |
ARIEL INVESTMENTS, LLC2 years Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $8,511 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $7,604 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $7,349 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,704 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,231 | $47,898+201.1% | $117,498+22.8% | $64,814+122.5% |
| Participation rate | 70.9% | 61.9%+9.0pp | 70.6%+0.3pp | 71.5%-0.6pp |
| Annual return | -12.73% | -15.54%+2.8pp | 29.75%-42.5pp | 32.84%-45.6pp |
| Employer contribution / active EE | $1,836 | $1,774+3.5% | $4,178-56.1% | $2,507-26.8% |
| Participant deferral / active EE | $7,308 | $3,151+132.0% | $4,071+79.5% | $4,310+69.5% |
| Admin fee / account holder | $0 | $132-100.0% | $5,646-100.0% | $188-100.0% |