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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 37-1037101 | Contract Administrator | $167,091 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $40,660 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $33,681 |
Service code 28 · EIN 90-0789283 | Investment Management | $21,098 |
ROMOLO & ASSOCIATES4+ years Service code 10 · EIN 84-2885766 | Accounting | $18,000 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $14,510 |
CAVANAGH & O'HARA4+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $7,506 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $6,734 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 99 · EIN 13-1423090 | Other Fees | $0 |
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 | $24,228 | $66,051-63.3% | $92,903-73.9% | $77,775-68.8% |
| Participation rate | 98.4% | 81.0%+17.4pp | 76.0%+22.3pp | 73.2%+25.1pp |
| Annual return | 5.01% | 20.69%-15.7pp | 109.43%-104.4pp | 32.58%-27.6pp |
| Employer contribution / active EE | $4,223 | $3,426+23.3% | $3,653+15.6% | $2,504+68.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $167 | $148+12.9% | $5,795-97.1% | $100+66.8% |