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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 | $58,911+174.1% | $129,384+24.8% | $77,736+107.7% |
| Participation rate | 100.0% | 59.4%+40.6pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 15.94% | 24.75%-8.8pp | 9461.77%-9445.8pp | 31.26%-15.3pp |
| Employer contribution / active EE | $13,599 | $1,955+595.5% | $4,153+227.4% | $2,728+398.5% |
| Participant deferral / active EE | $10,014 | $3,220+211.0% | $4,166+140.4% | $4,651+115.3% |
| Admin fee / account holder | $0 | $592-100.0% | $7,686-100.0% | $433-100.0% |