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| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND5+ years Service code 49 · EIN 04-2824420 | Other Services | $251,958 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $232,427 |
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 47-3503928 | Investment Management | $118,164 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $117,811 |
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $66,101 |
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $56,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $53,518 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $52,573 |
Service code 28 · EIN 98-0465834 | Investment Management | $52,448 |
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 | Investment Management | $51,748 |
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 | $60,512 | $81,719-26.0% | $101,275-40.2% | $90,274-33.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 3.21% | 337.64%-334.4pp | 46.46%-43.2pp | 53.97%-50.8pp |
| Employer contribution / active EE | $10,815 | $3,622+198.6% | $3,660+195.5% | $2,523+328.6% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $222 | $162+37.3% | $5,948-96.3% | $114+94.9% |