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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 37-1037101 | Contract Administrator | $165,015 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $38,767 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $32,872 |
Service code 28 · EIN 90-0789283 | Investment Management | $18,608 |
ROMOLO & ASSOCIATES3+ years Service code 10 · EIN 37-1077733 | Accounting | $18,000 |
INVESCO3+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $14,190 |
CAVANAGH & O'HARA3+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $5,488 |
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 | $23,697 | $60,396-60.8% | $83,830-71.7% | $75,289-68.5% |
| Participation rate | 98.0% | 80.7%+17.3pp | 76.1%+21.9pp | 72.4%+25.6pp |
| Annual return | 6.69% | 3.84%+2.8pp | 850.97%-844.3pp | -0.04%+6.7pp |
| Employer contribution / active EE | $3,660 | $3,343+9.5% | $3,631+0.8% | $2,405+52.2% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $161 | $141+13.9% | $5,479-97.1% | $102+57.2% |