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| Provider | Service type | Compensation |
|---|---|---|
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $278,367 |
Service code 25 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Directed Trustee | $226,119 |
JOHNSON & KROL, LLC1 year Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $184,138 |
DUANE MORRIS LLP5+ years Filed as: DUANE EXLINE Service code 30 · EIN 51-6034597 | Employee (plan) | $179,111 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $171,687 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 | Actuarial | $147,560 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 04-3200030 | Investment Management | $145,543 |
LSV ASSET MANAGEMENT5+ years Filed as: LSV ASSET MANAGMENT Service code 28 · EIN 23-2772200 | Investment Management | $135,882 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK NATIONAL ASSOCIATIO Service code 19 · EIN 36-2085229 | Securities Custodian | $92,895 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 | Advisory (Plan) | $80,000 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 18.21% | 12.20%+6.0pp | 10.56%+7.6pp | 21.83%-3.6pp |
| Employer contribution / active EE | $24,857 | $12,801+94.2% | $30,199-17.7% | $12,237+103.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |