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 MANAGEMENT8 years Service code 25 · EIN 04-3370184 | Directed Trustee | $16,299 |
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254 | Investment Management | $8,995 |
ARIEL INVESTMENTS, LLC3 years Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-2712418 | Investment Management | $8,875 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $7,593 |
PNC BANK, N.A.7 years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $7,031 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,695 | $58,969+86.0% | $129,406-15.2% | $77,762+41.1% |
| Participation rate | 96.1% | 59.5%+36.7pp | 69.6%+26.5pp | 70.6%+25.6pp |
| Annual return | 15.93% | 24.78%-8.8pp | 9468.18%-9452.2pp | 31.27%-15.3pp |
| Employer contribution / active EE | $8,513 | $1,959+334.7% | $4,155+104.9% | $2,728+212.1% |
| Participant deferral / active EE | $10,637 | $3,224+229.9% | $4,167+155.3% | $4,651+128.7% |
| Admin fee / account holder | $0 | $593-100.0% | $7,689-100.0% | $433-100.0% |