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| Provider | Service type | Compensation |
|---|---|---|
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $13,541 |
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3370184 101 MISSION, STE 1400 · SAN FRANCISCO, CA 94105 | Investment Management | $13,266 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVE. · PITTSBURGH, PA 15222 | Directed Trustee | $10,564 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $10,339 |
HS MANAGEMENT PARTNERS, LLC1+ years Filed as: HS MANAGEMENT, LLC Service code 28 · EIN 26-0335469 598 MADISON AVE. · NEW YORK, NY 10022 | Investment Management | $9,348 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $9,231 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH UPPER WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $890 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $882 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,941 | $37,134+163.8% | $100,671-2.7% | $52,331+87.2% |
| Participation rate | 99.1% | 57.7%+41.5pp | 70.7%+28.4pp | 68.1%+31.0pp |
| Annual return | 1.02% | 0.10%+0.9pp | 20.43%-19.4pp | 4.54%-3.5pp |
| Employer contribution / active EE | $9,851 | $1,187+729.7% | $4,012+145.5% | $1,882+423.5% |
| Participant deferral / active EE | $6,011 | $2,163+177.9% | $3,144+91.2% | $3,022+98.9% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |