| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $2,074,217 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,004,186 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $482,285 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY STREET ASSET MANAGEMENT LLP Service code 28 | Investment Management | $463,276 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $372,851 |
IRIDIAN ASSET MANAGEMENT, LLC4+ years Service code 28 · EIN 06-1439577 | Investment Management | $357,165 |
HS MANAGEMENT PARTNERS, LLC4+ years Service code 28 · EIN 26-0335469 | Investment Management | $251,603 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $228,540 |
Filed as: SCHRODER INVESTMENT MANAGEMENT, NA Service code 28 · EIN 13-4064414 | Investment Management | $191,823 |
SNYDER CAPITAL MANAGEMENT4+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 | Investment Management | $138,309 |
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 | $179,713-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 0.0%0pp |
| Annual return | 2.16% | 1023.85%-1021.7pp | 8.22%-6.1pp | 1023.85%-1021.7pp |
| Employer contribution / active EE | $15,609 | $11,605+34.5% | $46,636-66.5% | $11,605+34.5% |
| Participant deferral / active EE | $0 | $275-100.0% | $1,719-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,392-100.0% | - |