| Provider | Service type | Compensation |
|---|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $1,331,769 |
WILLIAM BLAIR9+ years Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $841,545 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $750,748 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES, & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $558,936 |
Service code 28 · EIN 84-3937993 | Investment Management | $489,013 |
AB FUNDS9+ years Filed as: ALLIANCE BERNSTEIN LP Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $481,174 |
ULLICO9+ years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $479,125 |
SYSTEMATIC FINANCIAL MANAGEMENT9+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $378,232 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $353,878 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $341,529 |
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 | 11.45% | 10.11%+1.3pp | 8.10%+3.4pp | 8.85%+2.6pp |
| Employer contribution / active EE | $26,359 | $12,795+106.0% | $28,649-8.0% | $8,529+209.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |