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| Provider | Service type | Compensation |
|---|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 27 · EIN 52-6435649 | Advisory (Plan) | $133,663 |
ASPIRE FINANCIAL SERVICES4 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $87,196 |
LT TRUST COMPANY3 years Filed as: MG TRUST COMPANY Service code 36 · EIN 75-3182674 | Copying and duplicating; Participant ... | $8,612 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN SOLUTIONS FOR BUSINESS Service code 18 31 EAST MINNESOTA AVENUE · GLENWOOD, MA 56334 | Trustee (discretionary); Custodial (o... | $5,582 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,676 | $95,776-64.8% | $162,185-79.2% | $77,775-56.7% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 21.12% | 37.03%-15.9pp | 115.61%-94.5pp | 32.58%-11.5pp |
| Employer contribution / active EE | $4,672 | $3,874+20.6% | $5,613-16.8% | $2,504+86.6% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $257 | $88+193.3% | $10,844-97.6% | $100+157.0% |