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| Provider | Service type | Compensation |
|---|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 8403 COLESVILLE ROAD, 13TH FLR · SILVER SPRING, MD 20910 | Investment Management | $411,687 |
RBC GLOBAL ASSET MANAGEMENT8+ years Service code 28 · EIN 41-1460668 | Investment Management | $276,390 |
FENIMORE ASSET MANAGEMENT5 years Service code 28 384 N GRAND ST · COBLESKILL, NY 12043 | Investment Management | $168,155 |
AMERICAN FUNDS7 years Filed as: CRESCENT CAPITAL Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $134,777 |
GCM GROSVENOR3 years Filed as: GROSVENOR CAPITAL MANAGEMENT, L.P Service code 28 · EIN 36-3795985 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 11000 | Investment Management | $110,000 |
WILMINGTON TRUST7 years Filed as: WILMINGTON TRUST, NA Service code 27 · EIN 16-1486454 | Advisory (Plan) | $84,468 |
AMERICAN REALTY ADVISORS8+ years Filed as: MACKAY SHIELDS Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $75,220 |
PROSKAUER ROSE LLP6 years Service code 50 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Direct Payment | $71,449 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $63,189 |
Filed as: MARSHALL AND MOSS, LLP Service code 30 · EIN 11-3360166 | Direct payment from the plan; Employe... | $51,239 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.04% | -8.26%-2.8pp | -5.85%-5.2pp | 2.78%-13.8pp |
| Employer contribution / active EE | $12,290 | $12,543-2.0% | $31,839-61.4% | $15,276-19.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |