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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND6+ years Service code 13 · EIN 04-2824420 | Contract Administrator | $443,135 |
GQG PARTNERS LLC3 years Service code 28 · EIN 81-2109181 | Investment Management | $234,976 |
Filed as: ASB INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-4205457 | Investment Management | $187,107 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $176,475 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $170,481 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $166,192 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $163,666 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 | Investment Management | $139,053 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $124,154 |
PUNCH & ASSOCIATES6+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MANAG Service code 28 · EIN 82-0566501 | Investment Management | $101,046 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 31.29% | 19.37%+11.9pp | 11.08%+20.2pp | 15.63%+15.7pp |
| Employer contribution / active EE | $16,138 | $13,107+23.1% | $28,418-43.2% | $11,476+40.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |