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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND4+ years Service code 13 · EIN 04-2824420 | Contract Administrator | $470,490 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $156,111 |
Filed as: ASB INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-4205457 | Investment Management | $141,028 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $139,363 |
GQG PARTNERS LLC1 year Service code 28 · EIN 81-2109181 | Investment Management | $130,082 |
Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $129,742 |
Service code 28 · EIN 98-0465834 | Investment Management | $127,148 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $125,341 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $102,574 |
KBI GLOBAL INVESTORS3 years Service code 28 · EIN 98-0460079 | Investment Management | $95,413 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 4.81% | 12.20%-7.4pp | 10.56%-5.8pp | 21.83%-17.0pp |
| Employer contribution / active EE | $15,617 | $12,801+22.0% | $30,199-48.3% | $12,237+27.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |