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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND10+ years Service code 13 · EIN 04-2824420 | Contract Administrator | $1,068,030 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $574,062 |
Service code 28 · EIN 82-2900910 | Investment Management | $498,125 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $194,211 |
SLC MANAGEMENT6 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $183,742 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $180,190 |
PUNCH & ASSOCIATES10+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MANAG Service code 28 · EIN 82-0566501 | Investment Management | $169,763 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $156,335 |
BOSTON PARTNERS8 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $152,731 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $145,375 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 6.46% | 10.08%-3.6pp | 8.99%-2.5pp | 8.88%-2.4pp |
| Employer contribution / active EE | $17,027 | $15,398+10.6% | $25,171-32.4% | $15,934+6.9% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |