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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN IL LABORERS & EMPLOYER H&W10+ years Service code 13 · EIN 37-1037101 | Contract Administrator | $274,181 |
ULLICO9 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $111,247 |
ROMOLO & ASSOCIATES10+ years Service code 10 · EIN 84-2885766 | Accounting | $58,840 |
Filed as: HUNTLEIGH Service code 51 · EIN 43-1106957 | Investment Mgmt Fees | $46,055 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $42,667 |
FIRST EAGLE5 years Filed as: FIRST EAGLE ALTERNATIVE CREDIT, LLC Service code 52 · EIN 57-1156902 | Indirect Investment Fees | $22,518 |
Service code 50 · EIN 20-0292745 | Direct Payment | $22,148 |
NEUBERGER BERMAN7 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $17,435 |
CAVANAGH & O'HARA10+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $15,289 |
Service code 49 · EIN 37-6052379 | Other Services | $9,885 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,739 | $106,351-70.2% | $105,223-69.8% | $103,975-69.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 128.93% | 11.69%+117.2pp | 180.65%-51.7pp | 19.41%+109.5pp |
| Employer contribution / active EE | $5,870 | $5,336+10.0% | $3,689+59.2% | $3,722+57.7% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $174 | $316-44.8% | $8,859-98.0% | $332-47.6% |