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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT8 years Service code 25 · EIN 04-3370184 | Directed Trustee | $18,706 |
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254 | Investment Management | $10,324 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $10,247 |
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-2712418 | Investment Management | $10,186 |
PNC BANK, N.A.8 years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $7,918 |
PIMCO FUNDS5 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $6,217 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $6,094 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,071 | $58,778+133.2% | $129,295+6.0% | $77,671+76.5% |
| Participation rate | 100.0% | 59.2%+40.8pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 14.60% | 24.73%-10.1pp | 9429.28%-9414.7pp | 31.21%-16.6pp |
| Employer contribution / active EE | $2,529 | $1,952+29.6% | $4,157-39.2% | $2,726-7.2% |
| Participant deferral / active EE | $11,108 | $3,212+245.8% | $4,169+166.4% | $4,648+139.0% |
| Admin fee / account holder | $0 | $589-100.0% | $7,665-100.0% | $430-100.0% |