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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND5+ years Service code 13 · EIN 04-2824420 | Contract Administrator | $469,360 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $163,031 |
GQG PARTNERS LLC2 years Service code 28 · EIN 81-2109181 | Investment Management | $153,545 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $141,373 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $133,794 |
Service code 28 · EIN 98-0465834 | Investment Management | $131,119 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 | Investment Management | $124,592 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $114,493 |
Filed as: ASB INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-4205457 | Investment Management | $108,960 |
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $91,000 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 1.89% | 6.82%-4.9pp | 8.01%-6.1pp | 12.86%-11.0pp |
| Employer contribution / active EE | $14,170 | $12,695+11.6% | $29,476-51.9% | $13,687+3.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |