| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $1,953,154 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $997,890 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $462,273 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY STREET ASSET MANAGEMENT LLP Service code 28 | Investment Management | $455,092 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Service code 28 · EIN 06-1439577 | Investment Management | $413,963 |
HS MANAGEMENT PARTNERS, LLC3+ years Service code 28 · EIN 26-0335469 | Investment Management | $284,800 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $229,829 |
Filed as: SCHRODER INVESTMENT MANAGEMENT, NA Service code 28 · EIN 13-4064414 | Investment Management | $187,125 |
SNYDER CAPITAL MANAGEMENT3+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 | Investment Management | $134,474 |
JACKSON SQUARE PARTNERS2 years Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 | Investment Management | $122,098 |
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 | $171,071-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 0.0%0pp |
| Annual return | 10.69% | 73.13%-62.4pp | -3.19%+13.9pp | 73.13%-62.4pp |
| Employer contribution / active EE | $17,461 | $8,421+107.4% | $48,658-64.1% | $8,421+107.4% |
| Participant deferral / active EE | $0 | $293-100.0% | $273-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $5,129-100.0% | - |