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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND10+ years Service code 49 · EIN 04-2824420 | Other Services | $550,296 |
SLC MANAGEMENT3 years Filed as: SUN LIFE CAPITAL MANAGEMENT LLC Service code 28 · EIN 68-0635051 | Investment Management | $317,783 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $257,664 |
NEUBERGER BERMAN3 years Service code 28 · EIN 61-1591182 | Investment Management | $249,063 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $149,933 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $119,359 |
PUNCH & ASSOCIATES10+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MGT Service code 28 · EIN 82-0566501 | Investment Management | $72,019 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $71,250 |
THE BANK OF NEW YORK MELLON7 years Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $69,588 |
Service code 28 · EIN 98-0465834 | Investment Management | $68,196 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,296 | $98,273-13.2% | $150,734-43.4% | $85,660-0.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.4%+21.6pp | 74.8%+25.2pp |
| Annual return | 6.72% | 7.62%-0.9pp | 600.81%-594.1pp | 19.52%-12.8pp |
| Employer contribution / active EE | $14,286 | $5,764+147.9% | $4,918+190.5% | $4,199+240.2% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $355 | $226+57.4% | $14,905-97.6% | $224+58.6% |