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| Provider | Service type | Compensation |
|---|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $590,819 |
GLOBAL TRUST COMPANY5 years Service code 21 · EIN 26-3761443 | Bank Trustee | $569,802 |
Service code 28 · EIN 84-3937993 | Investment Management | $496,477 |
Filed as: INTERCONTINENTAL Service code 28 · EIN 11-3786306 | Investment Management | $430,972 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $313,663 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $309,881 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 21 · EIN 13-3575636 | Bank Trustee | $232,745 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $230,097 |
AMERICAN REALTY ADVISORS3 years Service code 28 515 S. FLOWER ST, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $225,679 |
NORTHERN TRUST COMPANY7+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $198,884 |
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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 | 4.98% | -7.95%+12.9pp | -5.85%+10.8pp | 23.41%-18.4pp |
| Employer contribution / active EE | $21,280 | $13,972+52.3% | $31,839-33.2% | $12,650+68.2% |
| 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% |