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| Provider | Service type | Compensation |
|---|---|---|
JACKSON SQUARE PARTNERS3 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $13,358 |
SNYDER CAPITAL MANAGEMENT2 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $13,149 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,379 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $6,474 |
IRIDIAN ASSET MANAGEMENT, LLC6+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $5,896 |
Service code 28 · EIN 75-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $5,697 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,419 |
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 | $136,759 | $53,901+153.7% | $134,162+1.9% | $73,497+86.1% |
| Participation rate | 98.6% | 62.8%+35.8pp | 72.2%+26.5pp | 70.7%+28.0pp |
| Annual return | 20.17% | 15.82%+4.3pp | 36.35%-16.2pp | 28.51%-8.3pp |
| Employer contribution / active EE | $12,792 | $1,458+777.2% | $3,705+245.3% | $2,270+463.5% |
| Participant deferral / active EE | $6,938 | $2,739+153.3% | $3,500+98.2% | $3,740+85.5% |
| Admin fee / account holder | $0 | $581-100.0% | $6,685-100.0% | $513-100.0% |