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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $12,781 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,592 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,869 |
Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $7,367 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $6,250 |
JACKSON SQUARE PARTNERS1 year Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $5,622 |
Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $5,144 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,133 |
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 | $67,052 | $41,281+62.4% | $109,313-38.7% | $57,658+16.3% |
| Participation rate | 76.7% | 59.3%+17.4pp | 71.3%+5.5pp | 70.2%+6.5pp |
| Annual return | 10.35% | 8.97%+1.4pp | 22.07%-11.7pp | 5.13%+5.2pp |
| Employer contribution / active EE | $6,915 | $1,201+475.5% | $3,892+77.7% | $1,974+250.3% |
| Participant deferral / active EE | $5,168 | $2,223+132.5% | $3,166+63.2% | $3,061+68.9% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |