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| Provider | Service type | Compensation |
|---|---|---|
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $70,288 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $39,440 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $29,500 |
ROMOLO & ASSOCIATES3 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $24,162 |
FRANKLIN TEMPLETON1 year Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 · EIN 13-4087331 | Investment Management | $11,760 |
WELLS FARGO BANK, N.A.7+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,311 | $76,774-47.5% | $112,249-64.1% | $77,906-48.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | 2.94% | -10.25%+13.2pp | 27.48%-24.5pp | 12.16%-9.2pp |
| Employer contribution / active EE | $8,373 | $3,977+110.6% | $3,636+130.3% | $2,846+194.2% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $96 | $239-59.9% | $6,412-98.5% | $133-27.8% |