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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT2+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $7,460 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $5,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,657 | $38,969+91.6% | $109,313-31.7% | $55,167+35.3% |
| Participation rate | 66.4% | 58.2%+8.2pp | 71.3%-4.8pp | 69.0%-2.6pp |
| Annual return | 8.69% | 8.26%+0.4pp | 22.07%-13.4pp | 169.23%-160.5pp |
| Employer contribution / active EE | $323 | $1,227-73.7% | $3,892-91.7% | $1,963-83.6% |
| Participant deferral / active EE | $5,387 | $2,176+147.6% | $3,166+70.1% | $3,054+76.4% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |