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 MANAGEMENT2 years Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $10,992 |
JACKSON SQUARE PARTNERS2 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $9,733 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $7,049 |
Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $5,690 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,100 |
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 | $92,265 | $44,221+108.6% | $121,220-23.9% | $56,287+63.9% |
| Participation rate | 76.3% | 61.1%+15.3pp | 71.8%+4.6pp | 69.9%+6.5pp |
| Annual return | 3.42% | -3.58%+7.0pp | 16.94%-13.5pp | -9.96%+13.4pp |
| Employer contribution / active EE | $4,903 | $1,480+231.3% | $4,023+21.9% | $2,111+132.3% |
| Participant deferral / active EE | $6,229 | $2,521+147.1% | $3,345+86.2% | $3,350+86.0% |
| Admin fee / account holder | $0 | $480-100.0% | $5,021-100.0% | $521-100.0% |