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| Provider | Service type | Compensation |
|---|---|---|
ULLICO1 year Service code 28 · EIN 52-6435649 | Investment Management | $333,197 |
NEUBERGER BERMAN6+ years Service code 28 · EIN 13-5521910 | Investment Management | $322,063 |
POLEN CAPITAL1 year Filed as: POLEN Service code 28 1825 CORPORATE BLVD NW #300 · BOCA RATON, FL 33431 | Investment Management | $167,953 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & CO LLP Service code 28 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $150,912 |
JOHNSTON ASSET MANAGEMENT6+ years Service code 28 · EIN 13-3257590 | Investment Management | $149,802 |
FOUNDRY PARTNERS4 years Service code 28 · EIN 46-1184506 | Investment Management | $137,599 |
ANDCO CONSULTING4 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $120,000 |
SEGALL BRYANT & HAMILL4 years Service code 28 · EIN 41-1788385 | Investment Management | $100,485 |
GLOBAL TRUST COMPANY1 year Service code 28 · EIN 26-3761443 | Investment Management | $94,394 |
MANNING & NAPIER6+ years Service code 28 · EIN 45-3328488 | Investment Management | $68,474 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.61% | 6.82%+4.8pp | 8.01%+3.6pp | 12.86%-1.2pp |
| Employer contribution / active EE | $10,081 | $12,695-20.6% | $29,476-65.8% | $13,687-26.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |