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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCI, CA 94105 | Investment Management | $8,464 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,188 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $6,597 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $6,433 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $5,680 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,447 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $5,105 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,415 | $37,134+113.9% | $100,671-21.1% | $52,331+51.8% |
| Participation rate | 98.7% | 57.7%+41.0pp | 70.7%+28.0pp | 68.1%+30.6pp |
| Annual return | -0.49% | 0.10%-0.6pp | 20.43%-20.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $9,497 | $1,187+699.9% | $4,012+136.7% | $1,882+404.7% |
| Participant deferral / active EE | $5,237 | $2,163+142.1% | $3,144+66.6% | $3,022+73.3% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |