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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $9,813 |
Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $9,290 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $8,645 |
AON CONSULTING2 years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,210 |
HS MANAGEMENT PARTNERS, LLC2 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,481 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $6,481 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,403 |
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 | $93,647 | $63,156+48.3% | $122,354-23.5% | $62,293+50.3% |
| Participation rate | 97.4% | 60.0%+37.4pp | 71.6%+25.8pp | 69.5%+27.9pp |
| Annual return | 20.79% | 20.61%+0.2pp | 30.28%-9.5pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,768 | $1,385+27.7% | $4,051-56.4% | $2,042-13.4% |
| Participant deferral / active EE | $7,093 | $2,321+205.6% | $3,287+115.8% | $3,169+123.8% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |