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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT8 years Service code 28 · EIN 04-3370184 | Investment Management | $31,402 |
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254 | Investment Management | $17,331 |
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-2712418 | Investment Management | $17,100 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $17,022 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $13,429 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY ASSET MANAGEMENT Service code 28 | Investment Management | $7,638 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $6,458 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,827 | $58,969+143.9% | $129,406+11.1% | $77,762+85.0% |
| Participation rate | 82.6% | 59.5%+23.1pp | 69.6%+12.9pp | 70.6%+12.0pp |
| Annual return | 14.79% | 24.78%-10.0pp | 9468.18%-9453.4pp | 31.27%-16.5pp |
| Employer contribution / active EE | $10,311 | $1,959+426.5% | $4,155+148.1% | $2,728+278.0% |
| Participant deferral / active EE | $7,640 | $3,224+136.9% | $4,167+83.3% | $4,651+64.3% |
| Admin fee / account holder | $0 | $593-100.0% | $7,689-100.0% | $433-100.0% |