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 |
|---|---|---|
JACKSON SQUARE PARTNERS4 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $19,152 |
SNYDER CAPITAL MANAGEMENT4 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $18,852 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $12,014 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $9,961 |
Service code 28 · EIN 96-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $8,932 |
PNC BANK, N.A.6+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $8,397 |
HS MANAGEMENT PARTNERS, LLC5 years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,184 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,756 |
Service code 28 · EIN 75-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $506 |
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 | $108,288 | $54,121+100.1% | $134,155-19.3% | $73,412+47.5% |
| Participation rate | 87.8% | 64.4%+23.4pp | 72.2%+15.6pp | 72.2%+15.6pp |
| Annual return | 18.00% | -312.52%+330.5pp | 36.34%-18.3pp | 59.30%-41.3pp |
| Employer contribution / active EE | $9,391 | $1,402+569.9% | $3,705+153.5% | $2,234+320.4% |
| Participant deferral / active EE | $7,252 | $2,844+155.0% | $3,500+107.2% | $3,806+90.6% |
| Admin fee / account holder | $0 | $132-100.0% | $6,685-100.0% | $158-100.0% |