Filed July 10, 2003 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT9 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $17,180 |
ARIEL INVESTMENTS, LLC3 years Service code 28 · EIN 02-2712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $11,509 |
PNC BANK, N.A.8 years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $8,016 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANGEMENT, LP Service code 27 · EIN 13-3575636 20 GLOVER AVENUE · NORWALK, CT 06850 | Advisory (Plan) | $5,270 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,596 | $66,444+89.0% | $120,225+4.5% | $79,634+57.7% |
| Participation rate | 88.1% | 42.8%+45.4pp | 69.6%+18.5pp | 62.5%+25.6pp |
| Annual return | 18.21% | 53.37%-35.2pp | 439.23%-421.0pp | 36.46%-18.3pp |
| Employer contribution / active EE | $8,555 | $1,860+359.8% | $3,475+146.1% | $2,529+238.2% |
| Participant deferral / active EE | $10,847 | $2,798+287.7% | $3,999+171.3% | $3,835+182.9% |
| Admin fee / account holder | $0 | $1,295-100.0% | $5,696-100.0% | $1,002-100.0% |