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| Provider | Service type | Compensation |
|---|---|---|
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $99,402 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $47,848 |
Filed as: REINHART BOERNER VAN DEUREN, S.C. Service code 29 · EIN 39-1126909 | Legal | $29,847 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $17,275 |
Service code 28 · EIN 84-3937993 | Investment Management | $10,673 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES, & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $9,270 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $9,167 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $6,863 |
Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $5,835 |
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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 | $24,265-100.0% | $618,728-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 37.8%-37.8pp | 11.2%-11.2pp |
| Annual return | 9.41% | 9.01%+0.4pp | 2.61%+6.8pp | 9.01%+0.4pp |
| Employer contribution / active EE | $34,427 | $12,866+167.6% | $36,531-5.8% | $12,866+167.6% |
| Participant deferral / active EE | $0 | $260-100.0% | $87-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $69,555-100.0% | $4,785-100.0% |