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| Provider | Service type | Compensation |
|---|---|---|
ULLICO7+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $1,617,037 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Filed as: PRINCIPAL ENHANCED PROPERTY FUND, Service code 28 · EIN 20-0928198 | Investment Management | $638,328 |
LSV ASSET MANAGEMENT7+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $562,371 |
BASYS7+ years Service code 49 · EIN 52-1796473 | Other Services | $502,520 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $392,708 |
CAVANAGH & O'HARA7+ years Service code 29 · EIN 37-1259635 | Legal | $364,232 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $312,301 |
ROMOLO & ASSOCIATES3 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $282,985 |
EMPLOYEE 56 years Filed as: EMPLOYEE 15 Service code 30 · EIN 37-6052379 | Employee (plan); Direct payment from ... | $273,432 |
EMPLOYEE 57+ years Filed as: EMPLOYEE 31 Service code 30 · EIN 37-6052379 | Employee (plan); Direct payment from ... | $229,912 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 15.26% | 19.39%-4.1pp | 11.08%+4.2pp | 19.39%-4.1pp |
| Employer contribution / active EE | $20,290 | $8,446+140.2% | $28,418-28.6% | $8,446+140.2% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |