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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 | $58,911+132.7% | $129,384+5.9% | $77,736+76.3% |
| Participation rate | 100.0% | 59.4%+40.6pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 14.60% | 24.75%-10.1pp | 9461.77%-9447.2pp | 31.26%-16.7pp |
| Employer contribution / active EE | $2,529 | $1,955+29.4% | $4,153-39.1% | $2,728-7.3% |
| Participant deferral / active EE | $11,108 | $3,220+245.0% | $4,166+166.7% | $4,651+138.9% |
| Admin fee / account holder | $0 | $592-100.0% | $7,686-100.0% | $433-100.0% |