Filed October 18, 2004 (most recent of 2 filings on file)
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 | $23,032 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $15,575 |
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254 | Investment Management | $12,712 |
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-2712418 | Investment Management | $12,542 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $10,976 |
TRINITY PENSION CONSULTANTS8 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $6,293 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $5,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,732 | $62,544+105.8% | $129,207-0.4% | $199,593-35.5% |
| Participation rate | 32.9% | 56.8%-23.9pp | 69.6%-36.7pp | 72.0%-39.0pp |
| Annual return | 15.62% | 16.95%-1.3pp | 9417.33%-9401.7pp | 34.25%-18.6pp |
| Employer contribution / active EE | $569 | $2,394-76.2% | $4,153-86.3% | $3,034-81.3% |
| Participant deferral / active EE | $2,573 | $3,123-17.6% | $4,168-38.3% | $5,087-49.4% |
| Admin fee / account holder | $0 | $167-100.0% | $7,715-100.0% | $269-100.0% |