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 MANAGEMENT3 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $17,699 |
JACKSON SQUARE PARTNERS3 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $16,063 |
LSV ASSET MANAGEMENT1 year Filed as: LSV ASSET MANGEMENT Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $12,066 |
IRIDIAN ASSET MANAGEMENT, LLC4 years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $9,762 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $8,337 |
HS MANAGEMENT PARTNERS, LLC5+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,898 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $6,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,788 | $47,648+136.7% | $130,648-13.7% | $67,579+66.9% |
| Participation rate | 59.8% | 60.4%-0.6pp | 71.7%-11.9pp | 71.3%-11.5pp |
| Annual return | 25.86% | 25.73%+0.1pp | 1708.96%-1683.1pp | 378.56%-352.7pp |
| Employer contribution / active EE | $984 | $1,408-30.1% | $4,092-76.0% | $2,148-54.2% |
| Participant deferral / active EE | $3,976 | $2,616+52.0% | $3,603+10.4% | $3,539+12.3% |
| Admin fee / account holder | $0 | $105-100.0% | $5,464-100.0% | $142-100.0% |