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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3 years Service code 28 · EIN 52-6435649 | Investment Management | $484,320 |
NEUBERGER BERMAN8+ years Service code 28 · EIN 13-5521910 | Investment Management | $338,219 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 180 BATTERY ST, SUITE 400 · BURLINGTON, VT 05401 | Investment Management | $278,662 |
FOUNDRY PARTNERS6 years Service code 28 · EIN 46-1184506 | Investment Management | $205,398 |
POLEN CAPITAL3 years Filed as: POLEN Service code 28 1825 CORPORATE BLVD NW #300 · BOCA RATON, FL 33431 | Investment Management | $170,352 |
GLOBAL TRUST COMPANY3 years Service code 28 · EIN 26-3761443 | Investment Management | $165,011 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & CO LLP Service code 28 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $164,002 |
JOHNSTON ASSET MANAGEMENT8+ years Service code 28 · EIN 13-3257590 | Investment Management | $149,322 |
ANDCO CONSULTING6 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $130,000 |
SEGALL BRYANT & HAMILL6 years Service code 28 · EIN 41-1788385 | Investment Management | $115,752 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -12.46% | -7.95%-4.5pp | -5.85%-6.6pp | 23.41%-35.9pp |
| Employer contribution / active EE | $11,369 | $13,972-18.6% | $31,839-64.3% | $12,650-10.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |