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| Provider | Service type | Compensation |
|---|---|---|
ULLICO7+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $419,279 |
STEWART C. MILLER & CO., INC.7+ years Service code 10 · EIN 35-1820020 | Accounting | $256,310 |
FRONTIER CAPITAL MANAGEMENT7+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 04-3492668 | Investment Management | $225,609 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $209,646 |
WEDGE CAPITAL MANAGEMENT2 years Service code 28 · EIN 56-1557450 | Investment Management | $165,042 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 2625 BUTTERFIELD ROAD, SUITE 138 · OAK BROOK, IL 60523 | Investment Management | $154,543 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $128,472 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $125,381 |
CHEIRON7+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $93,225 |
Filed as: ASHER GITTLER & DALBA LTD Service code 29 · EIN 36-2786883 | Legal | $86,967 |
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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 | $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 | -3.39% | -7.95%+4.6pp | -5.85%+2.5pp | 23.41%-26.8pp |
| Employer contribution / active EE | $12,764 | $13,972-8.6% | $31,839-59.9% | $12,650+0.9% |
| 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% |