| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $2,088,920 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,181,088 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $541,591 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY STREET ASSET MANAGEMENT LLP Service code 28 | Investment Management | $467,171 |
IRIDIAN ASSET MANAGEMENT, LLC5+ years Service code 28 · EIN 06-1439577 | Investment Management | $336,924 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $244,465 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $234,477 |
HS MANAGEMENT PARTNERS, LLC5+ years Service code 28 · EIN 26-0335469 | Investment Management | $233,176 |
Filed as: SCHRODER INVESTMENT MANAGEMENT, NA Service code 28 · EIN 13-4064414 | Investment Management | $209,850 |
SNYDER CAPITAL MANAGEMENT5+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 | Investment Management | $182,990 |
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 | $282,126-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | -2.75% | 5230.06%-5232.8pp | 1087.39%-1090.1pp | 5230.06%-5232.8pp |
| Employer contribution / active EE | $18,952 | $10,491+80.6% | $42,245-55.1% | $10,491+80.6% |
| Participant deferral / active EE | $0 | $460-100.0% | $120-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $2,639-100.0% | - |