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| Provider | Service type | Compensation |
|---|---|---|
ULLICO2 years Service code 28 · EIN 52-6435649 | Investment Management | $471,780 |
NEUBERGER BERMAN7+ years Service code 28 · EIN 13-5521910 | Investment Management | $366,630 |
POLEN CAPITAL2 years Filed as: POLEN Service code 28 1825 CORPORATE BLVD NW #300 · BOCA RATON, FL 33431 | Investment Management | $226,925 |
FOUNDRY PARTNERS5 years Service code 28 · EIN 46-1184506 | Investment Management | $214,451 |
GLOBAL TRUST COMPANY2 years Service code 28 · EIN 26-3761443 | Investment Management | $199,681 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & CO LLP Service code 28 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $173,130 |
JOHNSTON ASSET MANAGEMENT7+ years Service code 28 · EIN 13-3257590 | Investment Management | $167,923 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 180 BATTERY ST, SUITE 400 · BURLINGTON, VT 05401 | Investment Management | $148,800 |
SEGALL BRYANT & HAMILL5 years Service code 28 · EIN 41-1788385 | Investment Management | $141,364 |
ANDCO CONSULTING5 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $127,500 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.85% | 19.37%-4.5pp | 11.08%+3.8pp | 15.63%-0.8pp |
| Employer contribution / active EE | $11,130 | $13,107-15.1% | $28,418-60.8% | $11,476-3.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |