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| Provider | Service type | Compensation |
|---|---|---|
ULLICO4+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $73,108 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 28 · EIN 41-1460668 | Investment Management | $50,607 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
FRONTIER CAPITAL MANAGEMENT4+ years Service code 28 · EIN 04-3492668 | Investment Management | $39,381 |
A. WYDRA2 years Service code 14 · EIN 36-6033202 | Plan Administrator | $34,955 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $32,291 |
Filed as: PARAMETRIC PORTFOLIO ASSOC. LLC Service code 28 · EIN 20-0292745 | Investment Management | $31,775 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $19,866 |
BANSLEY AND KIENER, LLP4+ years Service code 10 · EIN 36-2152389 | Accounting | $19,500 |
AETNA LIFE INSURANCE COMPANY4+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $18,664 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -4.22% | -1.12%-3.1pp | -2.18%-2.0pp | 0.19%-4.4pp |
| Employer contribution / active EE | $8,969 | $12,052-25.6% | $38,751-76.9% | $13,763-34.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |