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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $13,694 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $12,063 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $9,546 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Service code 25 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Directed Trustee | $8,716 |
AON CONSULTING2 years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,548 |
HS MANAGEMENT PARTNERS, LLC2 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,080 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $6,068 |
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 | $115,398 | $45,324+154.6% | $122,354-5.7% | $69,631+65.7% |
| Participation rate | 47.7% | 59.9%-12.3pp | 71.6%-24.0pp | 70.7%-23.0pp |
| Annual return | 19.62% | 25.35%-5.7pp | 30.28%-10.7pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,278 | $1,230+4.0% | $4,051-68.4% | $2,032-37.1% |
| Participant deferral / active EE | $5,520 | $2,367+133.2% | $3,287+67.9% | $3,224+71.2% |
| Admin fee / account holder | $0 | $87-100.0% | $5,479-100.0% | $110-100.0% |