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| Provider | Service type | Compensation |
|---|---|---|
JACKSON SQUARE PARTNERS4 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $16,211 |
SNYDER CAPITAL MANAGEMENT4 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $15,957 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $10,169 |
IRIDIAN ASSET MANAGEMENT, LLC6+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $6,724 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,726 | $54,121+189.6% | $134,162+16.8% | $73,412+113.5% |
| Participation rate | 64.6% | 64.4%+0.2pp | 72.2%-7.6pp | 72.2%-7.6pp |
| Annual return | 19.08% | -312.52%+331.6pp | 36.35%-17.3pp | 59.30%-40.2pp |
| Employer contribution / active EE | $1,620 | $1,402+15.6% | $3,705-56.3% | $2,234-27.5% |
| Participant deferral / active EE | $7,369 | $2,844+159.1% | $3,500+110.6% | $3,806+93.6% |
| Admin fee / account holder | $0 | $132-100.0% | $6,685-100.0% | $158-100.0% |