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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT8 years Service code 28 · EIN 04-3370184 | Investment Management | $21,417 |
JACKSON SQUARE PARTNERS7 years Service code 28 · EIN 80-0945254 | Investment Management | $11,820 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $11,690 |
ARIEL INVESTMENTS, LLC3 years Service code 28 · EIN 02-2712418 | Investment Management | $11,662 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $9,451 |
Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $5,260 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $5,084 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,494 | $58,859+174.4% | $129,397+24.8% | $77,714+107.8% |
| Participation rate | 100.0% | 59.3%+40.7pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 15.94% | 24.74%-8.8pp | 9453.98%-9438.0pp | 31.26%-15.3pp |
| Employer contribution / active EE | $13,599 | $1,952+596.6% | $4,154+227.3% | $2,727+398.7% |
| Participant deferral / active EE | $10,014 | $3,215+211.4% | $4,167+140.3% | $4,649+115.4% |
| Admin fee / account holder | $0 | $591-100.0% | $7,679-100.0% | $433-100.0% |