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| Provider | Service type | Compensation |
|---|---|---|
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 51 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $2,268,569 |
RIDGEWORTH10+ years Filed as: KAYNE ANDERSON RUDDICK Service code 28 · EIN 95-4575414 | Investment Management | $1,389,581 |
HGK1 year Filed as: HGK TRINITY STREET Service code 51 525 WASHINGTON BLVD 20TH FL · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $1,168,004 |
Filed as: MESIROW FINANCIAL Service code 28 535 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $1,126,156 |
HARDING LOEVNER LP10+ years Service code 28 · EIN 27-0684167 | Investment Management | $1,049,696 |
LSV ASSET MANAGEMENT6 years Service code 28 · EIN 23-2772200 | Investment Management | $824,314 |
SYSTEMATIC FINANCIAL MANAGEMENT10+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $822,313 |
BLACKSTONE1 year Filed as: BLACKSTONE INFRASTRUCTURE ADVISORS Service code 51 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Mgmt Fees | $652,555 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 | Investment Management | $584,663 |
Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE, SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $529,446 |
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Participant contribution per participant 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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.02% | 7.72%+2.3pp | 31.38%-21.4pp | 7.72%+2.3pp |
| Employer contribution / active EE | $29,165 | $10,549+176.5% | $24,632+18.4% | $10,549+176.5% |
| Participant deferral / active EE | $1 | $275-99.6% | $181-99.3% | $275-99.6% |
| Admin fee / account holder | $0 | $0 | - | - |