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| Provider | Service type | Compensation |
|---|---|---|
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $53,161 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,067 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 28 · EIN 41-1460668 | Investment Management | $39,897 |
A. BENDER1+ years Service code 14 · EIN 36-6033202 | Plan Administrator | $37,135 |
FRONTIER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 04-3492668 | Investment Management | $29,415 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $25,830 |
TED WINDSOR & ASSOCIATES1+ years Service code 11 · EIN 36-4374704 | Actuarial | $22,513 |
BANSLEY AND KIENER, LLP1+ years Service code 10 · EIN 36-2152389 | Accounting | $21,000 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $19,895 |
Filed as: PARAMETRIC PORTFOLIO ASSOC. LLC Service code 28 3600 MINNESOTA DR SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $19,332 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -0.88% | 0.06%-0.9pp | -0.81%-0.1pp | -0.60%-0.3pp |
| Employer contribution / active EE | $7,277 | $14,206-48.8% | $38,425-81.1% | $12,272-40.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |