| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH9+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $2,062,450 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,390,936 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,009,693 |
Filed as: SCHRODER INVESTMENT MANAGEMENT, NA Service code 28 · EIN 13-4064414 | Investment Management | $336,343 |
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $286,746 |
Filed as: TRINITY STREET ASSET MAMAGEMENT LLP Service code 28 | Investment Management | $228,629 |
SNYDER CAPITAL MANAGEMENT9+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 | Investment Management | $163,834 |
COVINGTON & BURLING LLP5 years Service code 29 · EIN 53-0188411 | Legal | $153,385 |
JACKSON SQUARE PARTNERS8 years Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 | Investment Management | $146,593 |
HS MANAGEMENT PARTNERS, LLC9+ years Service code 28 · EIN 26-0335469 | Investment Management | $89,798 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 9.42% | 9.30%+0.1pp | 8.41%+1.0pp | 9.30%+0.1pp |
| Employer contribution / active EE | $10,042 | $12,551-20.0% | $41,333-75.7% | $12,551-20.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $40-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |