| Provider | Service type | Compensation |
|---|---|---|
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $1,225,692 |
WILLIAM BLAIR8+ years Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $1,138,957 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $807,938 |
SYSTEMATIC FINANCIAL MANAGEMENT8+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $695,254 |
AB FUNDS8+ years Filed as: ALLIANCE BERNSTEIN LP Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $678,727 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES, & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $527,169 |
ULLICO8+ years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $511,502 |
DEARBORN PARTNERS8+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $442,208 |
Service code 28 · EIN 84-3937993 | Investment Management | $354,164 |
IIF ERISA LLP1 year Filed as: IIF ERISA LP Service code 28 · EIN 36-2514514 | Investment Management | $329,027 |
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 0.56% | 7.10%-6.5pp | 20.18%-19.6pp | 13.18%-12.6pp |
| Employer contribution / active EE | $25,802 | $12,760+102.2% | $29,108-11.4% | $8,469+204.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |