Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT6 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $22,105 |
JACKSON SQUARE PARTNERS6 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $18,566 |
ARIEL INVESTMENTS, LLC2 years Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $10,821 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $7,429 |
PNC BANK, N.A.6 years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,899 |
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 | $133,092 | $47,898+177.9% | $117,498+13.3% | $64,814+105.3% |
| Participation rate | 55.2% | 61.9%-6.7pp | 70.6%-15.4pp | 71.5%-16.2pp |
| Annual return | -17.58% | -15.54%-2.0pp | 29.75%-47.3pp | 32.84%-50.4pp |
| Employer contribution / active EE | $1,555 | $1,774-12.3% | $4,178-62.8% | $2,507-38.0% |
| Participant deferral / active EE | $6,696 | $3,151+112.5% | $4,071+64.5% | $4,310+55.3% |
| Admin fee / account holder | $0 | $132-100.0% | $5,646-100.0% | $188-100.0% |