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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 37-1037101 | Contract Administrator | $180,522 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $53,374 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $36,000 |
FIRST EAGLE2 years Filed as: FIRST EAGLE ALTERNATIVE CREDIT, LLC Service code 28 · EIN 57-1156902 | Investment Management | $22,066 |
ROMOLO & ASSOCIATES7+ years Service code 10 · EIN 84-2885766 | Accounting | $20,275 |
CAVANAGH & O'HARA7+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $5,756 |
NEUBERGER BERMAN4 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $0 |
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 | $76,774-63.4% | $112,258-74.9% | $77,906-63.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -2.61% | -10.25%+7.6pp | 27.47%-30.1pp | 12.16%-14.8pp |
| Employer contribution / active EE | $5,382 | $3,977+35.3% | $3,636+48.0% | $2,846+89.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,805-100.0% |
| Admin fee / account holder | $184 | $239-22.9% | $6,411-97.1% | $133+38.9% |