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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND8+ years Service code 13 · EIN 04-2824420 | Contract Administrator | $516,940 |
SOUTH STATE RPS1 year Filed as: 36 SOUTH CAPITAL ADVISORS LLP Service code 28 | Investment Management | $292,640 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $211,581 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $182,874 |
BOSTON PARTNERS6 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $178,154 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $177,359 |
PUNCH & ASSOCIATES8+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MANAG Service code 28 · EIN 82-0566501 | Investment Management | $172,433 |
NEUBERGER BERMAN1 year Service code 28 · EIN 61-1591182 | Investment Management | $160,998 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $156,335 |
Filed as: ASB INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-4205457 | Investment Management | $124,887 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 6.28% | 7.95%-1.7pp | 20.18%-13.9pp | 9.11%-2.8pp |
| Employer contribution / active EE | $17,197 | $14,684+17.1% | $29,108-40.9% | $12,231+40.6% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |