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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $967,318 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL ENHANCED PROPERTY FUND, Service code 28 · EIN 20-0928198 | Investment Management | $631,018 |
LMCG INVESTMENTS LLC2 years Filed as: LMCG Service code 28 · EIN 27-0282607 | Investment Management | $508,644 |
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $499,207 |
BASYS3+ years Service code 49 · EIN 52-1796473 | Other Services | $452,100 |
CAVANAGH & O'HARA3+ years Service code 29 · EIN 37-1259635 | Legal | $340,141 |
ROMOLO & ASSOCIATES3+ years Service code 10 · EIN 37-1077733 | Accounting | $320,366 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $306,572 |
AMERICAN FUNDS3+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $239,691 |
EMPLOYEE 51 year Filed as: EMPLOYEE 17 Service code 30 · EIN 37-6052379 | Direct payment from the plan; Employe... | $229,763 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.32% | 16.32%-5.0pp | 8.32%+3.0pp | 16.32%-5.0pp |
| Employer contribution / active EE | $15,643 | $12,766+22.5% | $30,793-49.2% | $12,766+22.5% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |