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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND3+ years Service code 49 · EIN 04-2824420 | Other Services | $244,728 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $207,878 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $111,062 |
Filed as: RYAN LABS ASSET MANAGEMENT INC Service code 28 · EIN 47-3503928 | Investment Management | $86,448 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $58,536 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $57,068 |
Service code 28 · EIN 98-0465834 | Investment Management | $53,400 |
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $52,500 |
PUNCH & ASSOCIATES3+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MGT Service code 28 · EIN 82-0566501 | Investment Management | $43,858 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $39,819 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,396-100.0% | $83,831-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | 4.61% | 3.84%+0.8pp | 850.99%-846.4pp | -0.04%+4.6pp |
| Employer contribution / active EE | $10,803 | $3,343+223.2% | $3,631+197.5% | $2,405+349.2% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $5,479-100.0% | $102-100.0% |