Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PDC ADMINISTRATIVE FUND7+ years Service code 49 · EIN 04-2824420 | Other Services | $423,947 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $269,619 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $205,412 |
SLC MANAGEMENT3 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 47-3503928 | Investment Management | $153,621 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $78,955 |
BOSTON PARTNERS5 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $70,192 |
PUNCH & ASSOCIATES7+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MGT Service code 28 · EIN 82-0566501 | Investment Management | $69,077 |
GQG PARTNERS LLC4 years Service code 28 · EIN 81-2109181 | Investment Management | $64,157 |
MEKETA INVESTMENT GROUP7+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $61,750 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $58,422 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,168 | $76,774-8.6% | $112,270-37.5% | $77,906-9.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -5.19% | -10.25%+5.1pp | 27.49%-32.7pp | 12.16%-17.3pp |
| Employer contribution / active EE | $13,055 | $3,977+228.3% | $3,635+259.1% | $2,846+358.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $280 | $239+17.3% | $6,411-95.6% | $133+111.4% |