Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $100,516 |
A. WYDRA7 years Service code 14 · EIN 36-6033202 | Plan Administrator | $67,921 |
RBC GLOBAL ASSET MANAGEMENT9+ years Service code 28 · EIN 41-1460668 | Investment Management | $59,631 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $48,004 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $45,205 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $45,000 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $43,635 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 | Accounting | $27,491 |
TED WINDSOR & ASSOCIATES9+ years Service code 11 · EIN 36-4374704 | Actuarial | $24,125 |
AETNA LIFE INSURANCE COMPANY9+ years Filed as: AETNA Service code 13 · EIN 06-6033202 | Contract Administrator | $15,398 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 12.19% | 7.15%+5.0pp | 20.18%-8.0pp | 37.74%-25.6pp |
| Employer contribution / active EE | $11,553 | $13,270-12.9% | $29,108-60.3% | $15,788-26.8% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |