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| Provider | Service type | Compensation |
|---|---|---|
ULLICO8+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $422,129 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $263,182 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $167,103 |
Filed as: ASHER GITTLER & DALBA LTD Service code 29 · EIN 36-2786883 | Legal | $153,914 |
SUNTRUST BANKS, INC.2 years Filed as: SCOTT FREDRICK Service code 30 · EIN 35-6030666 | Direct payment from the plan; Employe... | $143,707 |
FRONTIER CAPITAL MANAGEMENT8+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 04-3492668 | Investment Management | $131,684 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 2625 BUTTERFIELD ROAD, SUITE 138 · OAK BROOK, IL 60523 | Investment Management | $122,308 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $118,544 |
STEPHANIE LEIKER2 years Filed as: STEPHANIE LECHIEN Service code 30 · EIN 35-6030666 | Employee (plan); Direct payment from ... | $101,113 |
LASHAWNYA BRUNSON2 years Service code 30 · EIN 35-6030666 | Direct payment from the plan; Employe... | $88,632 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -2.33% | 7.95%-10.3pp | 20.18%-22.5pp | 9.11%-11.4pp |
| Employer contribution / active EE | $11,472 | $14,684-21.9% | $29,108-60.6% | $12,231-6.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |