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| Provider | Service type | Compensation |
|---|---|---|
JACKSON SQUARE PARTNERS4 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $13,576 |
Filed as: SNYDER CAPITAL MANAGMENT Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $13,363 |
LSV ASSET MANAGEMENT5 years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,516 |
Service code 28 · EIN 04-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $7,458 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $6,368 |
HS MANAGEMENT PARTNERS, LLC5 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $5,163 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,145 |
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,055 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,718 | $196,842-33.6% | $134,155-2.6% | - |
| Participation rate | 96.8% | 71.6%+25.2pp | 72.2%+24.6pp | - |
| Annual return | 19.41% | 11.43%+8.0pp | 36.34%-16.9pp | - |
| Employer contribution / active EE | $2,143 | $2,386-10.2% | $3,705-42.2% | - |
| Participant deferral / active EE | $8,839 | $3,828+130.9% | $3,500+152.6% | - |
| Admin fee / account holder | $0 | $15,940-100.0% | $6,685-100.0% | - |