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| 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 | $106,351-55.6% | $105,223-55.1% | $103,975-54.6% |
| Participation rate | 99.1% | 80.0%+19.1pp | 75.0%+24.0pp | 72.5%+26.6pp |
| Annual return | 5.23% | 11.69%-6.5pp | 180.65%-175.4pp | 19.41%-14.2pp |
| Employer contribution / active EE | $9,145 | $5,336+71.4% | $3,689+147.9% | $3,722+145.7% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $161 | $316-48.9% | $8,859-98.2% | $332-51.4% |