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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT5 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $13,946 |
JACKSON SQUARE PARTNERS6 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $13,093 |
ARIEL INVESTMENTS, LLC3 years Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $7,831 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $7,031 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $6,770 |
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $6,024 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,396 | $48,432+202.3% | $121,169+20.8% | $71,495+104.8% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 18.43% | 23.28%-4.8pp | 986.71%-968.3pp | 28.85%-10.4pp |
| Employer contribution / active EE | $13,361 | $1,493+794.9% | $4,168+220.6% | $2,589+416.0% |
| Participant deferral / active EE | $7,865 | $2,756+185.4% | $4,083+92.6% | $4,291+83.3% |
| Admin fee / account holder | $0 | $1,845-100.0% | $5,645-100.0% | $1,588-100.0% |