Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ULLICO9+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $1,864,071 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Filed as: PRINCIPAL ENHANCED PROPERTY FUND, Service code 28 · EIN 20-0928198 | Investment Management | $700,553 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS Service code 28 · EIN 52-1296988 | Investment Management | $561,538 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 49 · EIN 52-1796473 | Other Services | $544,207 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $424,401 |
ROMOLO & ASSOCIATES5 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $398,336 |
CAVANAGH & O'HARA9+ years Service code 29 · EIN 37-1259635 | Legal | $324,408 |
EMPLOYEE 59+ years Service code 30 · EIN 37-6052379 | Employee (plan); Direct payment from ... | $294,680 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $245,000 |
EMPLOYEE 57 years Filed as: EMPLOYEE 32 Service code 30 · EIN 37-6052379 | Direct payment from the plan; Employe... | $242,003 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 9.59% | 33.11%-23.5pp | 20.18%-10.6pp | 33.11%-23.5pp |
| Employer contribution / active EE | $21,907 | $9,000+143.4% | $29,108-24.7% | $9,000+143.4% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |