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| Provider | Service type | Compensation |
|---|---|---|
ULLICO6+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $76,647 |
RBC GLOBAL ASSET MANAGEMENT6+ years Service code 28 · EIN 41-1460668 | Investment Management | $60,667 |
A. WYDRA4 years Service code 14 · EIN 36-6033202 | Plan Administrator | $43,148 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $41,916 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
FRONTIER CAPITAL MANAGEMENT6+ years Service code 28 · EIN 04-3492668 | Investment Management | $39,067 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $37,427 |
Filed as: PARAMETRIC PORTFOLIO ASSOC. LLC Service code 28 · EIN 20-0292745 | Investment Management | $33,894 |
TED WINDSOR & ASSOCIATES6+ years Service code 11 · EIN 36-4374704 | Actuarial | $22,125 |
BANSLEY AND KIENER, LLP6+ years Service code 10 · EIN 36-2152389 | Accounting | $20,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 10.60% | 6.41%+4.2pp | 8.01%+2.6pp | 11.45%-0.9pp |
| Employer contribution / active EE | $9,127 | $11,592-21.3% | $29,475-69.0% | $17,219-47.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |