Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $101,625 |
A. WYDRA8 years Service code 14 · EIN 36-6033202 | Plan Administrator | $90,076 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $56,088 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $54,524 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $51,092 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $46,250 |
Filed as: MIDWEST INSTITUTIONAL TRUST CO Service code 19 · EIN 93-1799133 | Securities Custodian | $44,558 |
TED WINDSOR & ASSOCIATES10+ years Service code 11 · EIN 36-4374704 | Actuarial | $31,575 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 | Accounting | $31,220 |
MARCO CONSULTING GROUP2 years Filed as: MARCO, MCGUIRE & ARREOLA Service code 29 · EIN 88-4115449 | Legal | $15,538 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | 10.75% | 11.08%-0.3pp | 8.10%+2.6pp | 8.76%+2.0pp |
| Employer contribution / active EE | $11,805 | $13,910-15.1% | $28,649-58.8% | $16,664-29.2% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |