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| Provider | Service type | Compensation |
|---|---|---|
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 27 · EIN 52-6435649 | Advisory (Plan) | $543,568 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 · EIN 98-0202744 | Investment Management | $289,227 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $265,583 |
VITECH SYSTEMS GROUP10+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $240,768 |
FOUNDRY PARTNERS6 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $173,630 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $159,797 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $139,584 |
WILLIAM J. TURNBULL10+ years Service code 30 · EIN 13-6149680 | Employee (plan) | $92,835 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $80,486 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $75,738 |
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Annual investment return 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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.38% | 10.33%-3.0pp | 8.10%-0.7pp | 9.30%-1.9pp |
| Employer contribution / active EE | $21,761 | $14,972+45.3% | $28,649-24.0% | $12,551+73.4% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |