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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $70,491 |
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 28 · EIN 41-1460668 | Investment Management | $46,527 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
A. WYDRA1 year Service code 14 · EIN 36-6033202 | Plan Administrator | $39,048 |
FRONTIER CAPITAL MANAGEMENT3+ years Service code 28 · EIN 04-3492668 | Investment Management | $34,683 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $29,879 |
Filed as: PARAMETRIC PORTFOLIO ASSOC. LLC Service code 28 · EIN 20-0292745 | Investment Management | $28,086 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $20,312 |
TED WINDSOR & ASSOCIATES3+ years Service code 11 · EIN 36-4374704 | Actuarial | $20,000 |
BANSLEY AND KIENER, LLP3+ years Service code 10 · EIN 36-2152389 | Accounting | $19,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.78% | 13.03%-0.3pp | 10.36%+2.4pp | 23.90%-11.1pp |
| Employer contribution / active EE | $8,491 | $15,779-46.2% | $37,738-77.5% | $16,539-48.7% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |