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| Provider | Service type | Compensation |
|---|---|---|
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $891,130 |
Service code 28 · EIN 84-3937993 | Investment Management | $516,525 |
Service code 28 · EIN 11-3786306 | Investment Management | $443,108 |
GLOBAL TRUST COMPANY7 years Service code 21 · EIN 26-3761443 | Bank Trustee | $431,667 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $344,055 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $302,757 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $231,969 |
AMERICAN REALTY ADVISORS5 years Service code 28 515 S. FLOWER ST, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $225,048 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $223,401 |
NORTHERN TRUST COMPANY9+ years Service code 19 · EIN 36-2723087 | Securities Custodian | $216,038 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.89% | 10.33%+1.6pp | 8.10%+3.8pp | 9.30%+2.6pp |
| Employer contribution / active EE | $21,773 | $14,972+45.4% | $28,649-24.0% | $12,551+73.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |