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| Provider | Service type | Compensation |
|---|---|---|
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $55,651 |
RBC GLOBAL ASSET MANAGEMENT2+ years Service code 28 · EIN 41-1460668 | Investment Management | $41,126 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
A. BENDER2+ years Service code 14 · EIN 36-6033202 | Plan Administrator | $38,536 |
FRONTIER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 04-3492668 | Investment Management | $28,824 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $26,815 |
Filed as: PARAMETRIC PORTFOLIO ASSOC. LLC Service code 28 · EIN 20-0292745 | Investment Management | $24,114 |
BANSLEY AND KIENER, LLP2+ years Service code 10 · EIN 36-2152389 | Accounting | $22,500 |
TED WINDSOR & ASSOCIATES2+ years Service code 11 · EIN 36-4374704 | Actuarial | $19,875 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $17,567 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 8.13% | 5.13%+3.0pp | 4.74%+3.4pp | 7.18%+1.0pp |
| Employer contribution / active EE | $8,189 | $14,689-44.3% | $36,089-77.3% | $13,095-37.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |