| Provider | Service type | Compensation |
|---|---|---|
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $2,124,476 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $788,804 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES, & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $730,841 |
Service code 28 · EIN 84-3937993 | Investment Management | $649,968 |
AB FUNDS10+ years Filed as: ALLIANCE BERNSTEIN LP Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $511,240 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $492,768 |
WILLIAM BLAIR10+ years Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $480,564 |
ULLICO10+ years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $460,983 |
SYSTEMATIC FINANCIAL MANAGEMENT10+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $375,563 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $308,955 |
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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.36% | 9.65%-1.3pp | 8.99%-0.6pp | 9.65%-1.3pp |
| Employer contribution / active EE | $27,637 | $11,651+137.2% | $25,171+9.8% | $11,651+137.2% |
| Participant deferral / active EE | $0 | $1,161-100.0% | $1-100.0% | $1,161-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |