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| Provider | Service type | Compensation |
|---|---|---|
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $852,945 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL ENHANCED PROPERTY FUND, Service code 28 · EIN 20-0928198 | Investment Management | $600,937 |
ENTRUST PARTNERS OFFSHORE LP2+ years Service code 28 · EIN 90-0644478 | Investment Management | $548,378 |
LMCG INVESTMENTS LLC1 year Filed as: LMCG Service code 28 · EIN 27-0282607 | Investment Management | $468,764 |
LSV ASSET MANAGEMENT2+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $451,545 |
BASYS2+ years Service code 49 · EIN 52-1796473 | Other Services | $420,514 |
CAVANAGH & O'HARA2+ years Service code 29 · EIN 37-1259635 | Legal | $346,589 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $288,157 |
ROMOLO & ASSOCIATES2+ years Service code 10 · EIN 37-1077733 | Accounting | $269,546 |
AMERICAN FUNDS2+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $228,060 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 1.18% | 5.86%-4.7pp | 4.16%-3.0pp | 5.86%-4.7pp |
| Employer contribution / active EE | $13,940 | $10,137+37.5% | $29,966-53.5% | $10,137+37.5% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |