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| Provider | Service type | Compensation |
|---|---|---|
ULLICO4+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $1,738,820 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL ENHANCED PROPERTY FUND, Service code 28 · EIN 20-0928198 | Investment Management | $683,879 |
LSV ASSET MANAGEMENT4+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $458,654 |
BASYS4+ years Service code 49 · EIN 52-1796473 | Other Services | $403,890 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $329,067 |
CAVANAGH & O'HARA4+ years Service code 29 · EIN 37-1259635 | Legal | $257,342 |
ROMOLO & ASSOCIATES4+ years Service code 10 · EIN 37-1077733 | Accounting | $252,683 |
AMERICAN FUNDS4+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $244,024 |
EMPLOYEE 54+ years Filed as: EMPLOYEE 18 Service code 30 · EIN 37-6052379 | Direct payment from the plan; Employe... | $237,501 |
EMPLOYEE 54+ years Filed as: EMPLOYEE 33 Service code 30 · EIN 37-6052379 | Direct payment from the plan; Employe... | $202,836 |
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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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.10% | 73.13%-78.2pp | -752.26%+747.2pp | 73.13%-78.2pp |
| Employer contribution / active EE | $16,903 | $8,421+100.7% | $31,802-46.9% | $8,421+100.7% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |