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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT8 years Service code 28 · EIN 04-3380184 | Investment Management | $29,059 |
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254 | Investment Management | $16,038 |
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-2712418 | Investment Management | $15,824 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $10,588 |
PNC BANK, N.A.8 years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $8,288 |
Filed as: TRINITY ASSET MANAGEMENT, , LLP Service code 28 | Investment Management | $6,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,315 | $58,778+200.0% | $129,295+36.4% | $77,671+127.0% |
| Participation rate | 56.8% | 59.2%-2.4pp | 69.6%-12.8pp | 70.6%-13.8pp |
| Annual return | 15.57% | 24.73%-9.2pp | 9429.28%-9413.7pp | 31.21%-15.6pp |
| Employer contribution / active EE | $1,410 | $1,952-27.8% | $4,157-66.1% | $2,726-48.3% |
| Participant deferral / active EE | $6,660 | $3,212+107.3% | $4,169+59.7% | $4,648+43.3% |
| Admin fee / account holder | $0 | $589-100.0% | $7,665-100.0% | $430-100.0% |