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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $257,935 |
FIDUCIENT ADVISORS LLC3 years Service code 16 · EIN 36-4001764 | Consulting | $231,599 |
THE SEGAL COMPANY9+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $161,347 |
FIRST LIGHT RETIREMENT LLC2 years Filed as: FIRST LIGHT PRISM FEEDER FUND LTD Service code 28 3300 EDINBOROUGH WAY, SUITE 201 · EDINA, MN 55435 | Investment Management | $154,713 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $153,444 |
P. FLASCH6 years Service code 14 · EIN 36-6488227 | Plan Administrator | $144,250 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $141,349 |
Service code 29 · EIN 36-2744057 | Legal | $100,952 |
L. GILLUND8 years Service code 30 · EIN 36-6488227 | Employee (plan); Direct payment from ... | $86,456 |
COMERICA BANK9+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Float revenue; Investment management;... | $83,098 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.23% | 7.95%+3.3pp | 20.18%-8.9pp | 9.11%+2.1pp |
| Employer contribution / active EE | $17,261 | $14,684+17.6% | $29,108-40.7% | $12,231+41.1% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |