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| Provider | Service type | Compensation |
|---|---|---|
ULLICO8+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $84,280 |
A. WYDRA6 years Service code 14 · EIN 36-6033202 | Plan Administrator | $67,421 |
RBC GLOBAL ASSET MANAGEMENT8+ years Service code 28 · EIN 41-1460668 | Investment Management | $63,143 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $46,968 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $45,880 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $45,000 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $44,141 |
TED WINDSOR & ASSOCIATES8+ years Service code 11 · EIN 36-4374704 | Actuarial | $20,875 |
P. THIES1 year Service code 30 · EIN 36-6033202 | Employee (plan) | $20,330 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $18,348 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -12.93% | -8.26%-4.7pp | -5.85%-7.1pp | 2.77%-15.7pp |
| Employer contribution / active EE | $10,389 | $12,543-17.2% | $31,839-67.4% | $15,262-31.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |