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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND9+ years Service code 13 · EIN 04-2824420 | Contract Administrator | $649,894 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $208,240 |
Service code 28 · EIN 98-0465834 | Investment Management | $204,075 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $188,430 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $184,093 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $170,177 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $168,488 |
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $164,125 |
Filed as: ASB INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-4205457 | Investment Management | $140,370 |
NEUBERGER BERMAN2 years Service code 28 · EIN 61-1591182 | Investment Management | $133,074 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.45% | 10.33%-1.9pp | 8.10%+0.4pp | 9.30%-0.8pp |
| Employer contribution / active EE | $17,161 | $14,972+14.6% | $28,649-40.1% | $12,551+36.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |