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| Provider | Service type | Compensation |
|---|---|---|
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $950,726 |
Service code 28 · EIN 84-3937993 | Investment Management | $544,999 |
Service code 28 · EIN 11-3786306 | Investment Management | $441,689 |
WILLIAM BLAIR10+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $412,525 |
THE SEGAL COMPANY6 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $347,311 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $298,230 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $245,066 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $218,564 |
AMERICAN REALTY ADVISORS6 years Service code 28 515 S. FLOWER ST, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $205,870 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $203,312 |
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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 | $0 | $160,039-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 8.19% | 10.05%-1.9pp | 9.15%-1.0pp | 8.73%-0.5pp |
| Employer contribution / active EE | $20,374 | $14,926+36.5% | $26,409-22.9% | $14,479+40.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $266-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | - |