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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC5+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $339,373 |
PNC BANK, N.A.5+ years Filed as: PNC BANK NA Service code 24 · EIN 22-1146430 | Discretionary Trustee | $162,995 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $100,000 |
DRA ADVISORS LLC1 year Service code 28 · EIN 13-3774195 | Investment Management | $84,855 |
Filed as: DRA GROWTH & INCOME FUND IX, LLC Service code 28 · EIN 35-2566024 | Investment Management | $84,855 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 | Investment Management | $84,697 |
PNC BANK, N.A.5+ years Filed as: PNC REALTY INVESTORS, INC. Service code 27 · EIN 22-1146430 | Advisory (Plan) | $82,997 |
SEYFARTH SHAW LLP5+ years Service code 29 · EIN 36-2152202 | Legal | $79,439 |
Service code 28 · EIN 90-0802511 | Investment Management | $60,954 |
GQG PARTNERS LLC3 years Service code 28 · EIN 81-2109181 | Investment Management | $53,985 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,433-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 14.98% | 1023.85%-1008.9pp | 10.27%+4.7pp | 1023.85%-1008.9pp |
| Employer contribution / active EE | $4,580 | $11,605-60.5% | $19,104-76.0% | $11,605-60.5% |
| Participant deferral / active EE | $0 | $275-100.0% | $15-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $12,160-100.0% | - |