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| Provider | Service type | Compensation |
|---|---|---|
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $1,300,589 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL ENHANCED PROPERTY FUND, Service code 28 · EIN 20-0928198 | Investment Management | $517,673 |
ENTRUST PARTNERS OFFSHORE LP1+ years Service code 28 · EIN 90-0644478 | Investment Management | $499,226 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $442,518 |
CAVANAGH & O'HARA1+ years Service code 29 · EIN 37-1259635 | Legal | $387,207 |
BASYS1+ years Service code 49 · EIN 52-1796473 | Other Services | $304,690 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $264,604 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $232,652 |
ROMOLO & ASSOCIATES1+ years Service code 10 · EIN 37-1077733 | Accounting | $232,510 |
EMPLOYEE 51+ years Filed as: EMPLOYEE 18 Service code 30 · EIN 37-6052379 | Direct payment from the plan; Employe... | $213,820 |
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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 | $115,244-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 3.80% | 3.11%+0.7pp | -1.61%+5.4pp | 3.11%+0.7pp |
| Employer contribution / active EE | $13,426 | $9,361+43.4% | $30,840-56.5% | $9,361+43.4% |
| Participant deferral / active EE | $0 | $375-100.0% | $41-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | - |