Filed May 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT2+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $8,393 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,255 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $5,824 |
Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $5,654 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,484 |
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 | $39,378 | $41,281-4.6% | $109,313-64.0% | $57,658-31.7% |
| Participation rate | 81.1% | 59.3%+21.7pp | 71.3%+9.8pp | 70.2%+10.8pp |
| Annual return | 16.68% | 8.97%+7.7pp | 22.07%-5.4pp | 5.13%+11.5pp |
| Employer contribution / active EE | $1,354 | $1,201+12.7% | $3,892-65.2% | $1,974-31.4% |
| Participant deferral / active EE | $4,523 | $2,223+103.5% | $3,166+42.9% | $3,061+47.8% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |