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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 37-1037101 | Contract Administrator | $138,259 |
ROCKWOOD CAPITAL ADVISORS2+ years Service code 28 13801 RIVERPORT DRIVE · ST. LOUIS, MO 63043 | Investment Management | $39,962 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $31,933 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $31,324 |
Service code 28 · EIN 90-0789283 | Investment Management | $22,925 |
ROMOLO & ASSOCIATES2+ years Service code 10 · EIN 37-1077733 | Accounting | $18,000 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $13,911 |
CAVANAGH & O'HARA2+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,598 | $221,442-93.4% | $92,240-84.2% | $77,958-81.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 4.53% | 15.65%-11.1pp | 176.29%-171.8pp | 20.87%-16.3pp |
| Employer contribution / active EE | $4,127 | $3,226+27.9% | $3,680+12.2% | $2,310+78.6% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $107 | $210-49.0% | $5,194-97.9% | $97+9.9% |