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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $9,494 |
Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $8,035 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $6,589 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,669 |
Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $5,611 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,322 | $38,969+108.7% | $109,313-25.6% | $55,167+47.4% |
| Participation rate | 98.3% | 58.2%+40.0pp | 71.3%+27.0pp | 69.0%+29.3pp |
| Annual return | 11.42% | 8.26%+3.2pp | 22.07%-10.7pp | 169.23%-157.8pp |
| Employer contribution / active EE | $1,760 | $1,227+43.5% | $3,892-54.8% | $1,963-10.3% |
| Participant deferral / active EE | $7,042 | $2,176+223.7% | $3,166+122.4% | $3,054+130.6% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |