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 MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3370184 101 MISSION, STE 1400 · SAN FRANCISCO, CA 94105 | Investment Management | $12,332 |
AON CONSULTING1+ years Filed as: AON HEEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,066 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $9,611 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVE · PITTSBURGH, PA 15222 | Directed Trustee | $8,582 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH UPPER WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,275 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDAN ASSET MANAGEMENT, LLC Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $6,956 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,438 |
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 | $61,702 | $47,078+31.1% | $100,671-38.7% | $55,191+11.8% |
| Participation rate | 73.8% | 58.0%+15.7pp | 70.7%+3.0pp | 69.2%+4.6pp |
| Annual return | 4.78% | 0.65%+4.1pp | 20.43%-15.6pp | 10.78%-6.0pp |
| Employer contribution / active EE | $7,242 | $1,065+579.7% | $4,012+80.5% | $1,899+281.4% |
| Participant deferral / active EE | $4,608 | $2,038+126.1% | $3,144+46.6% | $3,046+51.3% |
| Admin fee / account holder | $0 | $153-100.0% | $4,850-100.0% | $91-100.0% |