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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $18,330 |
Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $15,284 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $13,464 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $10,655 |
Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $8,646 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $7,825 |
HS MANAGEMENT PARTNERS, LLC2 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,031 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,609 |
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 | $75,868 | $45,324+67.4% | $122,354-38.0% | $69,631+9.0% |
| Participation rate | 71.1% | 59.9%+11.1pp | 71.6%-0.6pp | 70.7%+0.4pp |
| Annual return | 20.93% | 25.35%-4.4pp | 30.28%-9.3pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $6,353 | $1,230+416.7% | $4,051+56.8% | $2,032+212.6% |
| Participant deferral / active EE | $4,234 | $2,367+78.9% | $3,287+28.8% | $3,224+31.3% |
| Admin fee / account holder | $0 | $87-100.0% | $5,479-100.0% | $110-100.0% |