Filed December 21, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT8 years Service code 25 · EIN 04-3370184 | Directed Trustee | $15,427 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $8,828 |
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254 | Investment Management | $8,514 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-2712418 | Investment Management | $8,401 |
PIMCO FUNDS5 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $7,159 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $6,945 |
Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28 | Investment Management | $5,323 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,168 | $58,969+56.3% | $129,406-28.8% | $77,762+18.5% |
| Participation rate | 98.6% | 59.5%+39.1pp | 69.6%+28.9pp | 70.6%+28.0pp |
| Annual return | 14.40% | 24.78%-10.4pp | 9468.18%-9453.8pp | 31.27%-16.9pp |
| Employer contribution / active EE | $11,364 | $1,959+480.2% | $4,155+173.5% | $2,728+316.6% |
| Participant deferral / active EE | $7,374 | $3,224+128.7% | $4,167+76.9% | $4,651+58.5% |
| Admin fee / account holder | $0 | $593-100.0% | $7,689-100.0% | $433-100.0% |