Filed November 16, 2017 (most recent of 2 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $7,582 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 25 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Directed Trustee | $7,426 |
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $7,273 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $5,668 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,261 |
HS MANAGEMENT PARTNERS, LLC1+ years Filed as: HS MANAGEMENT PARTNERS, L.P. Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $5,126 |
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 | $80,838 | $37,134+117.7% | $100,671-19.7% | $52,331+54.5% |
| Participation rate | 86.5% | 57.7%+28.8pp | 70.7%+15.8pp | 68.1%+18.4pp |
| Annual return | 4.40% | 0.10%+4.3pp | 20.43%-16.0pp | 4.54%-0.1pp |
| Employer contribution / active EE | $1,634 | $1,187+37.6% | $4,012-59.3% | $1,882-13.2% |
| Participant deferral / active EE | $6,641 | $2,163+207.0% | $3,144+111.3% | $3,022+119.7% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |