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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND7+ years Service code 13 · EIN 04-2824420 | Contract Administrator | $522,220 |
AMERICAN FUNDS5 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $401,946 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $246,494 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $215,935 |
GQG PARTNERS LLC4 years Service code 28 · EIN 81-2109181 | Investment Management | $213,857 |
Service code 28 · EIN 98-0465834 | Investment Management | $211,617 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $203,987 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 28 · EIN 39-6436442 | Investment Management | $190,385 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $166,573 |
Filed as: ASB INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-4205457 | Investment Management | $165,762 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -3.92% | -7.95%+4.0pp | -5.85%+1.9pp | 23.41%-27.3pp |
| Employer contribution / active EE | $16,519 | $13,972+18.2% | $31,839-48.1% | $12,650+30.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |