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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT3 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $15,295 |
JACKSON SQUARE PARTNERS3 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $13,881 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $10,427 |
IRIDIAN ASSET MANAGEMENT, LLC5+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $6,984 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $6,722 |
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 | $119,739 | $47,648+151.3% | $130,660-8.4% | $67,579+77.2% |
| Participation rate | 60.3% | 60.4%-0.1pp | 71.7%-11.4pp | 71.3%-10.9pp |
| Annual return | 24.67% | 25.73%-1.1pp | 1709.29%-1684.6pp | 378.56%-353.9pp |
| Employer contribution / active EE | $1,294 | $1,408-8.1% | $4,092-68.4% | $2,148-39.7% |
| Participant deferral / active EE | $5,464 | $2,616+108.8% | $3,603+51.6% | $3,539+54.4% |
| Admin fee / account holder | $0 | $105-100.0% | $5,463-100.0% | $142-100.0% |