Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 37-1037101 | Contract Administrator | $170,269 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $43,069 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,675 |
ROMOLO & ASSOCIATES5+ years Service code 10 · EIN 84-2885766 | Accounting | $18,000 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $6,351 |
CAVANAGH & O'HARA5+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $5,000 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 99 · EIN 13-1423090 | Other Fees | $0 |
Filed as: THL CREDIT BANK LOAN SELECT FUND Service code 28 · EIN 90-0789283 | Investment Management | $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 | $28,130 | $81,719-65.6% | $101,271-72.2% | $90,274-68.8% |
| Participation rate | 98.4% | 80.7%+17.7pp | 75.8%+22.6pp | 73.4%+25.1pp |
| Annual return | 5.06% | 337.64%-332.6pp | 46.48%-41.4pp | 53.97%-48.9pp |
| Employer contribution / active EE | $4,786 | $3,622+32.1% | $3,660+30.8% | $2,523+89.6% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $176 | $162+8.9% | $5,948-97.0% | $114+54.6% |