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| Provider | Service type | Compensation |
|---|---|---|
ULLICO5 years Service code 28 · EIN 52-6435649 | Investment Management | $526,234 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 180 BATTERY ST, SUITE 400 · BURLINGTON, VT 05401 | Investment Management | $271,398 |
FOUNDRY PARTNERS8 years Service code 28 · EIN 46-1184506 | Investment Management | $234,751 |
NEUBERGER BERMAN10+ years Service code 28 · EIN 13-5521910 | Investment Management | $224,515 |
GLOBAL TRUST COMPANY5 years Service code 28 · EIN 26-3761443 | Investment Management | $198,760 |
POLEN CAPITAL5 years Filed as: POLEN Service code 28 1825 CORPORATE BLVD NW #300 · BOCA RATON, FL 33431 | Investment Management | $191,205 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES & CO LLP Service code 28 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $181,800 |
JOHNSTON ASSET MANAGEMENT10+ years Service code 28 · EIN 13-3257590 | Investment Management | $174,611 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $130,000 |
IFM INVESTORS PTY LTD2 years Filed as: IFM INVESTORS Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $123,215 |
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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 | 7.66% | 10.33%-2.7pp | 8.10%-0.4pp | 9.30%-1.6pp |
| Employer contribution / active EE | $11,893 | $14,972-20.6% | $28,649-58.5% | $12,551-5.2% |
| 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% | - |