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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND3+ years Service code 13 · EIN 04-2824420 | Contract Administrator | $473,584 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $145,812 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $142,669 |
Service code 28 · EIN 98-0465834 | Investment Management | $133,499 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $133,275 |
Filed as: ASB INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-4205457 | Investment Management | $131,936 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $120,940 |
KBI GLOBAL INVESTORS2 years Service code 28 · EIN 98-0460079 | Investment Management | $116,105 |
PUNCH & ASSOCIATES3+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MANAG Service code 28 · EIN 82-0566501 | Investment Management | $94,295 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $89,332 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 7.55% | 2.02%+5.5pp | -752.26%+759.8pp | 33.37%-25.8pp |
| Employer contribution / active EE | $14,910 | $12,422+20.0% | $31,802-53.1% | $11,253+32.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |