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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 | $98,776-52.2% | $119,126-60.3% | $89,670-47.3% |
| Participation rate | 99.1% | 83.1%+16.0pp | 75.8%+23.3pp | 71.2%+27.9pp |
| Annual return | 5.23% | 9.25%-4.0pp | 282.11%-276.9pp | 19.66%-14.4pp |
| Employer contribution / active EE | $9,145 | $5,802+57.6% | $4,034+126.7% | $4,041+126.3% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $161 | $230-30.0% | $10,693-98.5% | $352-54.1% |