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| Provider | Service type | Compensation |
|---|---|---|
ULLICO6+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $1,462,061 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Filed as: PRINCIPAL ENHANCED PROPERTY FUND, Service code 28 · EIN 20-0928198 | Investment Management | $742,898 |
BASYS6+ years Service code 49 · EIN 52-1796473 | Other Services | $523,184 |
LSV ASSET MANAGEMENT6+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $432,358 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $356,906 |
CAVANAGH & O'HARA6+ years Service code 29 · EIN 37-1259635 | Legal | $346,493 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $274,529 |
AMERICAN FUNDS6+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $263,032 |
EMPLOYEE 56+ years Filed as: EMPLOYEE 16 Service code 30 · EIN 37-6052379 | Employee (plan); Direct payment from ... | $259,531 |
EMPLOYEE 55 years Filed as: EMPLOYEE 34 Service code 30 · EIN 37-6052379 | Direct payment from the plan; Employe... | $218,460 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 8.43% | 6.00%+2.4pp | 8.01%+0.4pp | 5230.06%-5221.6pp |
| Employer contribution / active EE | $18,647 | $14,010+33.1% | $29,476-36.7% | $10,491+77.7% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |