| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $2,112,985 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,205,887 |
TRINITY PENSION CONSULTANTS5 years Filed as: TRINITY STREET ASSET MANAGEMENT LLP Service code 28 | Investment Management | $574,070 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $505,167 |
Filed as: SCHRODER INVESTMENT MANAGEMENT, NA Service code 28 · EIN 13-4064414 | Investment Management | $309,791 |
IRIDIAN ASSET MANAGEMENT, LLC6+ years Service code 28 · EIN 06-1439577 | Investment Management | $287,178 |
PNC BANK, N.A.6+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $261,939 |
HS MANAGEMENT PARTNERS, LLC6+ years Service code 28 · EIN 26-0335469 | Investment Management | $204,966 |
JACKSON SQUARE PARTNERS5 years Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 | Investment Management | $176,511 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $164,420 |
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 | $439,512-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 0.0%0pp |
| Annual return | 33.20% | 19.39%+13.8pp | 9.07%+24.1pp | 19.39%+13.8pp |
| Employer contribution / active EE | $27,855 | $8,446+229.8% | $46,116-39.6% | $8,446+229.8% |
| Participant deferral / active EE | $0 | $353-100.0% | $107-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $147,323-100.0% | - |