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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 | $105,028-18.8% | $107,187-20.4% | $100,573-15.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 6.72% | 10.61%-3.9pp | 204.55%-197.8pp | 18.89%-12.2pp |
| Employer contribution / active EE | $14,286 | $5,641+153.3% | $3,782+277.7% | $3,763+279.6% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $355 | $355+0.1% | $9,162-96.1% | $454-21.8% |