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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND2+ years Service code 13 · EIN 04-2824420 | Contract Administrator | $192,410 |
Filed as: ASB INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-4205457 | Investment Management | $148,172 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $136,565 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $126,040 |
KBI GLOBAL INVESTORS1 year Service code 28 · EIN 98-0460079 | Investment Management | $83,668 |
PUNCH & ASSOCIATES2+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MANAG Service code 28 · EIN 82-0566501 | Investment Management | $81,228 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $76,000 |
CHICAGO EQUITY PARTNERS2+ years Service code 28 · EIN 36-4338679 | Investment Management | $72,185 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET GLOBAL AVISORS Service code 19 · EIN 04-1867445 | Securities Custodian | $69,404 |
Filed as: TCW CAPITAL TRUST Service code 28 · EIN 20-3417160 | Investment Management | $56,261 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.34% | 12.33%-2.0pp | 8.32%+2.0pp | 17.84%-7.5pp |
| Employer contribution / active EE | $13,831 | $11,641+18.8% | $30,793-55.1% | $14,688-5.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |