See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT6 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $8,786 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $8,067 |
JACKSON SQUARE PARTNERS6 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $7,380 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,178 | $47,898+88.3% | $117,472-23.2% | $64,808+39.1% |
| Participation rate | 69.9% | 61.9%+8.1pp | 70.6%-0.7pp | 71.5%-1.5pp |
| Annual return | -16.61% | -15.54%-1.1pp | 29.74%-46.4pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,771 | $1,774-0.2% | $4,176-57.6% | $2,506-29.3% |
| Participant deferral / active EE | $7,282 | $3,151+131.1% | $4,070+78.9% | $4,310+68.9% |
| Admin fee / account holder | $0 | $132-100.0% | $5,645-100.0% | $188-100.0% |