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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $7,558 |
SNYDER CAPITAL MANAGEMENT3 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISO, CA 94105 | Directed Trustee | $7,534 |
JACKSON SQUARE PARTNERS3 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $6,837 |
LSV ASSET MANAGEMENT3 years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $5,136 |
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 | $72,684 | $47,648+52.5% | $130,660-44.4% | $67,582+7.5% |
| Participation rate | 64.1% | 60.4%+3.7pp | 71.7%-7.6pp | 71.3%-7.2pp |
| Annual return | 30.85% | 25.73%+5.1pp | 1709.29%-1678.4pp | 378.57%-347.7pp |
| Employer contribution / active EE | $1,385 | $1,408-1.6% | $4,092-66.1% | $2,148-35.5% |
| Participant deferral / active EE | $5,396 | $2,616+106.2% | $3,603+49.7% | $3,539+52.4% |
| Admin fee / account holder | $0 | $105-100.0% | $5,463-100.0% | $142-100.0% |