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| Provider | Service type | Compensation |
|---|---|---|
ULLICO5+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $1,630,289 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL ENHANCED PROPERTY FUND, Service code 28 · EIN 20-0928198 | Investment Management | $732,707 |
LSV ASSET MANAGEMENT5+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $437,858 |
BASYS5+ years Service code 49 · EIN 52-1796473 | Other Services | $384,056 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $349,461 |
CAVANAGH & O'HARA5+ years Service code 29 · EIN 37-1259635 | Legal | $281,721 |
AMERICAN FUNDS5+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $255,480 |
EMPLOYEE 55+ years Filed as: EMPLOYEE 18 Service code 30 · EIN 37-6052379 | Employee (plan); Direct payment from ... | $250,199 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $238,713 |
EMPLOYEE 54 years Filed as: EMPLOYEE 34 Service code 30 · EIN 37-6052379 | Employee (plan); Direct payment from ... | $217,085 |
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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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.96% | 10.84%+5.1pp | 10.56%+5.4pp | 1023.85%-1007.9pp |
| Employer contribution / active EE | $17,947 | $14,186+26.5% | $30,199-40.6% | $11,605+54.6% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |