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| Provider | Service type | Compensation |
|---|---|---|
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $277,452 |
Filed as: FIRST LIGHT PRISM FEEDER FUND LTD Service code 28 3300 EDINBOROUGH WAY, SUITE 201 · EDINA, MN 55435 | Investment Management | $234,320 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $230,000 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $173,135 |
THE SEGAL COMPANY8+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $153,394 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $139,751 |
P. FLASCH5 years Service code 14 · EIN 36-6488227 | Plan Administrator | $139,493 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $128,137 |
Service code 29 · EIN 36-2744057 | Legal | $122,307 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 49 · EIN 52-1796473 | Other Services | $78,047 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -9.68% | -7.95%-1.7pp | -5.85%-3.8pp | 23.41%-33.1pp |
| Employer contribution / active EE | $16,062 | $13,972+15.0% | $31,839-49.6% | $12,650+27.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |