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| Provider | Service type | Compensation |
|---|---|---|
ULLICO8+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $1,600,770 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Filed as: PRINCIPAL ENHANCED PROPERTY FUND, Service code 28 · EIN 20-0928198 | Investment Management | $759,001 |
LSV ASSET MANAGEMENT8+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $518,683 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $479,948 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 49 · EIN 52-1796473 | Other Services | $435,286 |
ROMOLO & ASSOCIATES4 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $398,935 |
CAVANAGH & O'HARA8+ years Service code 29 · EIN 37-1259635 | Legal | $359,811 |
EMPLOYEE 58+ years Service code 30 · EIN 37-6052379 | Direct payment from the plan; Employe... | $275,874 |
EMPLOYEE 58+ years Filed as: EMPLOYEE 16 Service code 30 · EIN 37-6052379 | Direct payment from the plan; Employe... | $267,813 |
EMPLOYEE 57 years Filed as: EMPLOYEE 34 Service code 30 · EIN 37-6052379 | Employee (plan); Direct payment from ... | $247,420 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.71% | -14.80%+5.1pp | -5.85%-3.9pp | -14.80%+5.1pp |
| Employer contribution / active EE | $20,885 | $8,996+132.1% | $31,839-34.4% | $8,996+132.1% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |