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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC6+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $311,698 |
PNC BANK, N.A.6+ years Filed as: PNC BANK NA Service code 24 · EIN 22-1146430 | Discretionary Trustee | $169,317 |
GQG PARTNERS LLC4 years Service code 28 · EIN 81-2109181 | Investment Management | $130,673 |
CHEIRON6+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $110,010 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $100,000 |
DRA ADVISORS LLC2 years Service code 28 · EIN 33-1032314 | Investment Management | $97,138 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 | Investment Management | $94,472 |
PNC BANK, N.A.6+ years Filed as: PNC REALTY INVESTORS, INC. Service code 27 · EIN 22-1146430 | Advisory (Plan) | $82,368 |
SEYFARTH SHAW LLP6+ years Service code 29 · EIN 36-2152202 | Legal | $46,762 |
BREDHOFF & KAISER6+ years Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969584 | Legal | $32,334 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,313-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.0%-13.0pp | 0.0%0pp |
| Annual return | 12.71% | 12.86%-0.1pp | 6.61%+6.1pp | 12.86%-0.1pp |
| Employer contribution / active EE | $1,993 | $13,687-85.4% | $24,284-91.8% | $13,687-85.4% |
| Participant deferral / active EE | $0 | $833-100.0% | $408-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,478-100.0% | - |