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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND4+ years Service code 49 · EIN 04-2824420 | Other Services | $242,417 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $222,562 |
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN LABS ASSET MANAGEMENT INC Service code 28 · EIN 47-3503928 | Investment Management | $116,659 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $116,136 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $66,103 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $55,000 |
Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $51,897 |
Service code 28 · EIN 98-0465834 | Investment Management | $50,859 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $50,691 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $49,254 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $66,051-100.0% | $92,916-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 76.0%-76.0pp | 73.2%-73.2pp |
| Annual return | 5.94% | 20.69%-14.7pp | 109.45%-103.5pp | 32.58%-26.6pp |
| Employer contribution / active EE | $12,111 | $3,426+253.5% | $3,654+231.5% | $2,504+383.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,796-100.0% | $100-100.0% |