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 |
|---|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $178,629 |
INVESCO6 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $42,078 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $35,559 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 16 · EIN 35-2156428 | Consulting | $20,000 |
CAVANAGH & O'HARA3 years Service code 29 · EIN 37-1259635 | Legal | $10,432 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,254 | $98,273-51.9% | $150,734-68.7% | $85,660-44.8% |
| Participation rate | 99.1% | 84.0%+15.1pp | 78.4%+20.7pp | 74.8%+24.3pp |
| Annual return | 5.23% | 7.62%-2.4pp | 600.81%-595.6pp | 19.52%-14.3pp |
| Employer contribution / active EE | $9,145 | $5,764+58.7% | $4,918+85.9% | $4,199+117.8% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $161 | $226-28.4% | $14,905-98.9% | $224-27.9% |