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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $7,555 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $6,656 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $6,171 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,501 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $5,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,025 | $45,324+43.5% | $122,354-46.9% | $69,631-6.6% |
| Participation rate | 67.9% | 59.9%+7.9pp | 71.6%-3.8pp | 70.7%-2.8pp |
| Annual return | 20.00% | 25.35%-5.3pp | 30.28%-10.3pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $1,272 | $1,230+3.4% | $4,051-68.6% | $2,032-37.4% |
| Participant deferral / active EE | $4,794 | $2,367+102.6% | $3,287+45.9% | $3,224+48.7% |
| Admin fee / account holder | $0 | $87-100.0% | $5,479-100.0% | $110-100.0% |