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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3 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 | $1,091,539 |
RIDGEWORTH8+ years Filed as: KAYNE ANDERSON RUDDICK Service code 28 · EIN 95-4575414 | Investment Management | $999,003 |
SYSTEMATIC FINANCIAL MANAGEMENT8+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $899,575 |
HARDING LOEVNER LP8+ years Service code 28 · EIN 27-0684167 | Investment Management | $788,181 |
LSV ASSET MANAGEMENT4 years Service code 28 · EIN 23-2772200 | Investment Management | $602,147 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 | Investment Management | $532,653 |
LOOMIS SAYLES6 years Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $506,662 |
NATIONAL INVESTMENT SERVICES7 years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 84-3937993 | Investment Management | $476,303 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $453,514 |
Filed as: MESIROW FINANCIAL Service code 28 535 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $433,972 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | -3.35% | 33.11%-36.5pp | 78.62%-82.0pp | 33.11%-36.5pp |
| Employer contribution / active EE | $26,276 | $9,000+192.0% | $31,646-17.0% | $9,000+192.0% |
| Participant deferral / active EE | $4 | $680-99.4% | $101-96.1% | $680-99.4% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |