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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $7,743 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $7,503 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $6,821 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $5,398 |
Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $5,234 |
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 | $158,693 | $63,156+151.3% | $122,354+29.7% | $62,293+154.8% |
| Participation rate | 73.8% | 60.0%+13.8pp | 71.6%+2.2pp | 69.5%+4.3pp |
| Annual return | 18.02% | 20.61%-2.6pp | 30.28%-12.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,872 | $1,385+35.2% | $4,051-53.8% | $2,042-8.4% |
| Participant deferral / active EE | $7,564 | $2,321+225.9% | $3,287+130.1% | $3,169+138.7% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |