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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MANAGEMENT LLC Service code 28 · EIN 68-0635051 | Investment Management | $450,452 |
PDC ADMINISTRATIVE FUND9+ years Service code 49 · EIN 04-2824420 | Other Services | $334,854 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $244,689 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $141,814 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $113,058 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $74,111 |
Service code 28 · EIN 98-0465834 | Investment Management | $72,628 |
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $67,875 |
NEUBERGER BERMAN2 years Service code 28 · EIN 61-1591182 | Investment Management | $66,537 |
PUNCH & ASSOCIATES9+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MGT Service code 28 · EIN 82-0566501 | Investment Management | $64,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,034 | $241,850-66.9% | $102,437-21.9% | $200,096-60.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 7.17% | 17.67%-10.5pp | 24.95%-17.8pp | 34.26%-27.1pp |
| Employer contribution / active EE | $13,579 | $4,253+219.3% | $3,871+250.8% | $3,038+347.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $379 | $288+31.4% | $8,388-95.5% | $269+40.6% |