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| Provider | Service type | Compensation |
|---|---|---|
ULLICO9+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $495,186 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $199,094 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 2625 BUTTERFIELD ROAD, SUITE 138 · OAK BROOK, IL 60523 | Investment Management | $169,861 |
SUNTRUST BANKS, INC.3 years Filed as: SCOTT FREDRICK Service code 30 · EIN 35-6030666 | Direct payment from the plan; Employe... | $147,386 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $140,003 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $126,448 |
Filed as: ASHER GITTLER & DALBA LTD Service code 29 · EIN 36-2786883 | Legal | $125,527 |
FRONTIER CAPITAL MANAGEMENT9+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 04-3492668 | Investment Management | $117,428 |
STEPHANIE LEIKER3 years Filed as: STEPHANIE LECHIEN Service code 30 · EIN 35-6030666 | Employee (plan); Direct payment from ... | $104,848 |
LASHAWNYA BRUNSON3 years Service code 30 · EIN 35-6030666 | Employee (plan); Direct payment from ... | $92,369 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.86% | 10.33%+0.5pp | 8.10%+2.8pp | 9.30%+1.6pp |
| Employer contribution / active EE | $13,428 | $14,972-10.3% | $28,649-53.1% | $12,551+7.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |