Filed September 11, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3371084 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $7,394 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 ONE EAST PRATT STREET · BALTIMORE, MD 21202 | Directed Trustee | $5,993 |
COLUMBUS CIRCLE INVESTORS1+ years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $5,762 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,755 |
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 | $61,621 | $47,078+30.9% | $100,671-38.8% | $55,191+11.6% |
| Participation rate | 50.1% | 58.0%-7.9pp | 70.7%-20.6pp | 69.2%-19.0pp |
| Annual return | 5.15% | 0.65%+4.5pp | 20.43%-15.3pp | 10.78%-5.6pp |
| Employer contribution / active EE | $896 | $1,065-15.9% | $4,012-77.7% | $1,899-52.8% |
| Participant deferral / active EE | $3,172 | $2,038+55.7% | $3,144+0.9% | $3,046+4.1% |
| Admin fee / account holder | $0 | $153-100.0% | $4,850-100.0% | $91-100.0% |