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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT2 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $15,965 |
JACKSON SQUARE PARTNERS2 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $14,137 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $10,238 |
IRIDIAN ASSET MANAGEMENT, LLC4+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $8,519 |
HS MANAGEMENT PARTNERS, LLC3 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,307 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,903 |
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 | $102,190 | $39,898+156.1% | $121,220-15.7% | $55,725+83.4% |
| Participation rate | 57.7% | 61.2%-3.5pp | 71.8%-14.1pp | 70.9%-13.2pp |
| Annual return | -6.62% | -0.96%-5.7pp | 16.94%-23.6pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,270 | $1,295-1.9% | $4,023-68.4% | $2,078-38.9% |
| Participant deferral / active EE | $5,582 | $2,439+128.9% | $3,345+66.9% | $3,356+66.4% |
| Admin fee / account holder | $0 | $95-100.0% | $5,021-100.0% | $115-100.0% |