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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $236,933 |
PDC ADMINISTRATIVE FUND6+ years Service code 49 · EIN 04-2824420 | Other Services | $233,381 |
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 47-3503928 | Investment Management | $182,847 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $136,389 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $76,851 |
GQG PARTNERS LLC3 years Service code 28 · EIN 81-2109181 | Investment Management | $70,493 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $66,446 |
Service code 28 · EIN 98-0465834 | Investment Management | $65,117 |
MEKETA INVESTMENT GROUP6+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $60,750 |
AMERICAN FUNDS4 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $53,832 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,624 | $88,770-19.3% | $109,191-34.4% | $93,010-23.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 17.62% | 60.64%-43.0pp | 25.76%-8.1pp | 158.70%-141.1pp |
| Employer contribution / active EE | $12,056 | $3,780+219.0% | $3,723+223.8% | $2,705+345.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $237 | $172+37.4% | $6,756-96.5% | $152+56.1% |