Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $10,858 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 25 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Directed Trustee | $8,463 |
LSV ASSET MANAGEMENT1+ years Service code 25 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Directed Trustee | $7,286 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 25 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Directed Trustee | $6,816 |
AON CONSULTING1+ years Filed as: AON HEWEITT Service code 15 · EIN 22-2232264 500 EAST PRATT · BALTIMORE, MD 21202 | Recordkeeping | $6,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,121 | $47,078+63.8% | $100,671-23.4% | $55,191+39.7% |
| Participation rate | 52.9% | 58.0%-5.2pp | 70.7%-17.9pp | 69.2%-16.3pp |
| Annual return | -0.37% | 0.65%-1.0pp | 20.43%-20.8pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,245 | $1,065+16.8% | $4,012-69.0% | $1,899-34.4% |
| Participant deferral / active EE | $5,120 | $2,038+151.2% | $3,144+62.9% | $3,046+68.1% |
| Admin fee / account holder | $0 | $153-100.0% | $4,850-100.0% | $91-100.0% |