Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $660,060 |
Service code 28 · EIN 11-3786306 | Investment Management | $440,052 |
Service code 28 · EIN 84-3937993 | Investment Management | $416,297 |
GLOBAL TRUST COMPANY6 years Service code 21 · EIN 26-3761443 | Bank Trustee | $403,054 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $316,437 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $288,439 |
AMERICAN REALTY ADVISORS4 years Service code 28 515 S. FLOWER ST, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $243,625 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $229,133 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $208,371 |
NORTHERN TRUST COMPANY8+ years Service code 19 · EIN 36-2723087 | Securities Custodian | $200,067 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | -1.78% | 7.95%-9.7pp | 20.18%-22.0pp | 9.11%-10.9pp |
| Employer contribution / active EE | $22,216 | $14,684+51.3% | $29,108-23.7% | $12,231+81.6% |
| 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% |