Filed November 16, 2017 (most recent of 2 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $7,223 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Service code 25 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Directed Trustee | $7,151 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,653 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,413 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $5,012 |
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 | $86,314 | $38,969+121.5% | $109,313-21.0% | $55,167+56.5% |
| Participation rate | 88.8% | 58.2%+30.6pp | 71.3%+17.6pp | 69.0%+19.8pp |
| Annual return | 9.04% | 8.26%+0.8pp | 22.07%-13.0pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,719 | $1,227+40.1% | $3,892-55.8% | $1,963-12.4% |
| Participant deferral / active EE | $7,004 | $2,176+221.9% | $3,166+121.2% | $3,054+129.3% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |