| Provider | Service type | Compensation |
|---|---|---|
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $1,404,527 |
WILLIAM BLAIR7+ years Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $1,199,492 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN LP Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $984,059 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $931,313 |
SYSTEMATIC FINANCIAL MANAGEMENT7+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $705,972 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES, & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $679,330 |
ULLICO7+ years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $630,425 |
DEARBORN PARTNERS7+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $597,538 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $423,783 |
Service code 28 · EIN 84-3937993 | Investment Management | $376,631 |
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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 0.32% | -5.36%+5.7pp | -5.85%+6.2pp | 7.68%-7.4pp |
| Employer contribution / active EE | $23,732 | $12,163+95.1% | $31,839-25.5% | $9,142+159.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |