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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $12,408 |
JACKSON SQUARE PARTNERS2 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $11,261 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,459 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $6,180 |
IRIDIAN ASSET MANAGEMENT, LLC5+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $5,922 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,875 |
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 | $124,009 | $46,722+165.4% | $130,660-5.1% | $65,185+90.2% |
| Participation rate | 87.8% | 60.9%+26.9pp | 71.7%+16.1pp | 70.2%+17.6pp |
| Annual return | 22.09% | 24.17%-2.1pp | 1709.29%-1687.2pp | 29.38%-7.3pp |
| Employer contribution / active EE | $12,376 | $1,488+732.0% | $4,092+202.4% | $2,177+468.6% |
| Participant deferral / active EE | $6,351 | $2,545+149.5% | $3,603+76.3% | $3,514+80.7% |
| Admin fee / account holder | $0 | $453-100.0% | $5,463-100.0% | $847-100.0% |