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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT8 years Service code 28 · EIN 04-3370184 | Investment Management | $23,924 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $15,162 |
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254 | Investment Management | $13,204 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-0712418 | Investment Management | $13,028 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $12,043 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $7,675 |
TRINITY PENSION CONSULTANTS8 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $7,228 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,378 | $58,911+213.0% | $129,384+42.5% | $77,736+137.2% |
| Participation rate | 85.9% | 59.4%+26.5pp | 69.6%+16.3pp | 70.6%+15.3pp |
| Annual return | 15.05% | 24.75%-9.7pp | 9461.77%-9446.7pp | 31.26%-16.2pp |
| Employer contribution / active EE | $12,169 | $1,955+522.4% | $4,153+193.0% | $2,728+346.1% |
| Participant deferral / active EE | $8,013 | $3,220+148.9% | $4,166+92.3% | $4,651+72.3% |
| Admin fee / account holder | $0 | $592-100.0% | $7,686-100.0% | $433-100.0% |