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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $296,467 |
BENESYS, INC.8+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $266,706 |
Service code 28 · EIN 22-3361201 | Investment Management | $231,316 |
THE SEGAL COMPANY8+ years Filed as: SEGAL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $186,273 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGMENT Service code 28 · EIN 52-2288019 | Investment Management | $177,496 |
JOHNSON & KROL, LLC8+ years Service code 29 300 S. WACKER DR 1313 · CHICAGO, IL 60606 | Legal | $163,370 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 770 FORSYTH BLVD SUITE 1200 · ST. LOUIS, MO 63105 | Investment Management | $154,165 |
VICTORY8+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $138,386 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $136,000 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1975125 | Pension Consulting | $135,255 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 3.40% | 7.95%-4.6pp | 20.18%-16.8pp | 9.11%-5.7pp |
| Employer contribution / active EE | $18,219 | $14,684+24.1% | $29,108-37.4% | $12,231+49.0% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |