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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $8,327 |
SNYDER CAPITAL MANAGEMENT7 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $8,320 |
JACKSON SQUARE PARTNERS7 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $7,811 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,350 | $53,344+95.6% | $121,210-13.9% | $74,473+40.1% |
| Participation rate | 64.6% | 60.0%+4.6pp | 69.5%-4.9pp | 70.7%-6.1pp |
| Annual return | 18.63% | 35.15%-16.5pp | 987.41%-968.8pp | 34.36%-15.7pp |
| Employer contribution / active EE | $1,740 | $1,898-8.3% | $4,171-58.3% | $2,638-34.0% |
| Participant deferral / active EE | $7,142 | $3,220+121.8% | $4,084+74.9% | $4,530+57.7% |
| Admin fee / account holder | $0 | $382-100.0% | $5,647-100.0% | $347-100.0% |