| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $1,781,003 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,002,064 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $435,325 |
Filed as: SCHRODER INVESTMENT MANAGEMENT, NA Service code 28 · EIN 13-4064414 | Investment Management | $353,542 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Service code 28 · EIN 06-1439577 | Investment Management | $331,256 |
HS MANAGEMENT PARTNERS, LLC2+ years Service code 28 · EIN 26-0335469 | Investment Management | $230,048 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $194,711 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 94-3029777 | Investment Management | $147,370 |
Filed as: TRINITY STREET ASSET MANAGEMENT LLP Service code 28 | Investment Management | $130,799 |
SNYDER CAPITAL MANAGEMENT2+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 | Investment Management | $107,761 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $0 | $260,109-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.2%-43.2pp | 0.0%0pp |
| Annual return | 9.05% | 16.32%-7.3pp | 8.93%+0.1pp | 16.32%-7.3pp |
| Employer contribution / active EE | $28,837 | $12,766+125.9% | $43,470-33.7% | $12,766+125.9% |
| Participant deferral / active EE | $0 | $800-100.0% | $223-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,225-100.0% | - |