| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $1,857,095 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,360,040 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $612,088 |
TRINITY PENSION CONSULTANTS7 years Filed as: TRINITY STREET ASSET MANAGEMENT LLP Service code 28 | Investment Management | $444,471 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $274,152 |
COVINGTON & BURLING LLP4 years Service code 29 · EIN 53-0188411 | Legal | $249,555 |
Filed as: SCHRODER INVESTMENT MANAGEMENT, NA Service code 28 · EIN 13-4064414 | Investment Management | $234,660 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $225,950 |
SNYDER CAPITAL MANAGEMENT8+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 | Investment Management | $224,177 |
JACKSON SQUARE PARTNERS7 years Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 | Investment Management | $194,305 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $339,002-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.1%-39.1pp | 0.0%0pp |
| Annual return | -6.51% | 33.11%-39.6pp | 12.78%-19.3pp | 33.11%-39.6pp |
| Employer contribution / active EE | $987 | $9,000-89.0% | $44,816-97.8% | $9,000-89.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $33-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,002-100.0% | - |