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 MANAGEMENT6 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $18,548 |
JACKSON SQUARE PARTNERS6 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $15,579 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $11,277 |
ARIEL INVESTMENTS, LLC2 years Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $9,080 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $8,102 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,629 | $47,898+139.3% | $117,472-2.4% | $64,808+76.9% |
| Participation rate | 76.1% | 61.9%+14.2pp | 70.6%+5.5pp | 71.5%+4.7pp |
| Annual return | -16.24% | -15.54%-0.7pp | 29.74%-46.0pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,375 | $1,774-22.5% | $4,176-67.1% | $2,506-45.1% |
| Participant deferral / active EE | $6,006 | $3,151+90.6% | $4,070+47.5% | $4,310+39.3% |
| Admin fee / account holder | $0 | $132-100.0% | $5,645-100.0% | $188-100.0% |