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| Provider | Service type | Compensation |
|---|---|---|
ULLICO5+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $75,908 |
RBC GLOBAL ASSET MANAGEMENT5+ years Service code 28 · EIN 41-1460668 | Investment Management | $55,386 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $37,944 |
A. WYDRA3 years Service code 14 · EIN 36-6033202 | Plan Administrator | $37,589 |
FRONTIER CAPITAL MANAGEMENT5+ years Service code 28 · EIN 04-3492668 | Investment Management | $36,579 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $34,914 |
Filed as: PARAMETRIC PORTFOLIO ASSOC. LLC Service code 28 · EIN 20-0292745 | Investment Management | $32,159 |
TED WINDSOR & ASSOCIATES5+ years Service code 11 · EIN 36-4374704 | Actuarial | $22,625 |
BANSLEY AND KIENER, LLP5+ years Service code 10 · EIN 36-2152389 | Accounting | $20,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 17.87% | 10.27%+7.6pp | 10.56%+7.3pp | 53.27%-35.4pp |
| Employer contribution / active EE | $9,185 | $12,273-25.2% | $30,197-69.6% | $14,774-37.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |