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| Provider | Service type | Compensation |
|---|---|---|
ULLICO10+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $2,023,518 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 49 · EIN 52-1796473 | Other Services | $616,910 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Filed as: PRINCIPAL ENHANCED PROPERTY FUND, Service code 28 · EIN 20-0928198 | Investment Management | $502,760 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $448,099 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS Service code 28 · EIN 52-1296988 | Investment Management | $442,854 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $362,103 |
EMPLOYEE 510+ years Filed as: EMPLOYEE 6 Service code 30 · EIN 37-6052379 | Employee (plan); Direct payment from ... | $310,751 |
CAVANAGH & O'HARA10+ years Service code 29 · EIN 37-1259635 | Legal | $275,205 |
EMPLOYEE 510+ years Filed as: EMPLOYEE 33 Service code 30 · EIN 37-6052379 | Employee (plan); Direct payment from ... | $263,994 |
MARQUETTE ASSOCIATES7 years Service code 16 · EIN 36-3485298 | Consulting | $245,667 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.33% | 8.48%+1.9pp | 8.10%+2.2pp | 8.48%+1.9pp |
| Employer contribution / active EE | $22,616 | $9,949+127.3% | $28,649-21.1% | $9,949+127.3% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |