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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $640,759 |
Service code 28 · EIN 84-3937993 | Investment Management | $498,559 |
GLOBAL TRUST COMPANY4 years Service code 21 · EIN 26-3761443 | Bank Trustee | $391,940 |
Filed as: JP MORGAN CHASE BANK N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $299,527 |
THE SEGAL COMPANY2 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $254,975 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $211,183 |
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $188,922 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $155,428 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $150,000 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 21 · EIN 13-3575636 | Bank Trustee | $109,468 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 23.81% | 19.37%+4.4pp | 11.08%+12.7pp | 15.63%+8.2pp |
| Employer contribution / active EE | $19,941 | $13,107+52.1% | $28,418-29.8% | $11,476+73.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |