| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $2,034,097 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,274,674 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $618,648 |
TRINITY PENSION CONSULTANTS6 years Filed as: TRINITY STREET ASSET MANAGEMENT LLP Service code 28 | Investment Management | $578,629 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $305,578 |
SNYDER CAPITAL MANAGEMENT7+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 | Investment Management | $277,568 |
Filed as: SCHRODER INVESTMENT MANAGEMENT, NA Service code 28 · EIN 13-4064414 | Investment Management | $251,555 |
JACKSON SQUARE PARTNERS6 years Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 | Investment Management | $236,134 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $177,496 |
IRIDIAN ASSET MANAGEMENT, LLC7+ years Service code 28 · EIN 06-1439577 | Investment Management | $133,996 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $447,195-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 25.8%-25.8pp | 1.5%-1.5pp |
| Annual return | 5.48% | 23.41%-17.9pp | -11.06%+16.5pp | 23.41%-17.9pp |
| Employer contribution / active EE | $25,277 | $12,650+99.8% | $55,362-54.3% | $12,650+99.8% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $26-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $3,572-100.0% | $14,884-100.0% |