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| Provider | Service type | Compensation |
|---|---|---|
JACKSON SQUARE PARTNERS2 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $16,896 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $12,301 |
Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $8,999 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $8,815 |
HS MANAGEMENT PARTNERS, LLC3 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,663 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $6,368 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,357 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,873 | $39,898+82.6% | $121,220-39.9% | $55,725+30.8% |
| Participation rate | 88.9% | 61.2%+27.7pp | 71.8%+17.2pp | 70.9%+18.1pp |
| Annual return | -6.11% | -0.96%-5.1pp | 16.94%-23.0pp | 244.93%-251.0pp |
| Employer contribution / active EE | $8,136 | $1,295+528.2% | $4,023+102.2% | $2,078+291.5% |
| Participant deferral / active EE | $5,754 | $2,439+136.0% | $3,345+72.0% | $3,356+71.5% |
| Admin fee / account holder | $0 | $95-100.0% | $5,021-100.0% | $115-100.0% |