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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT2+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 25 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Directed Trustee | $11,618 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,062 |
Filed as: IRIDIAN ASSET MANAGEMENT Service code 25 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Directed Trustee | $7,549 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,348 |
Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $5,271 |
JACKSON SQUARE PARTNERS1 year Filed as: JACKSON SQUARE Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISO, CA 94111 | Investment Management | $5,111 |
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 | $97,301 | $41,281+135.7% | $109,313-11.0% | $57,658+68.8% |
| Participation rate | 52.0% | 59.3%-7.3pp | 71.3%-19.3pp | 70.2%-18.2pp |
| Annual return | 11.94% | 8.97%+3.0pp | 22.07%-10.1pp | 5.13%+6.8pp |
| Employer contribution / active EE | $1,201 | $1,2010% | $3,892-69.1% | $1,974-39.1% |
| Participant deferral / active EE | $5,061 | $2,223+127.7% | $3,166+59.8% | $3,061+65.4% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |