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| Provider | Service type | Compensation |
|---|---|---|
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $385,508 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $185,668 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $166,341 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 04-3200030 | Investment Management | $143,921 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 · EIN 26-1370698 | Actuarial | $124,278 |
JOHNSON & KROL, LLC2 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $107,041 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 | Investment Management | $103,062 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK NATIONAL ASSOCIATIO Service code 19 · EIN 36-2085229 | Securities Custodian | $102,890 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $94,704 |
MARQUETTE ASSOCIATES2 years 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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 5.14% | 6.82%-1.7pp | 8.01%-2.9pp | 12.86%-7.7pp |
| Employer contribution / active EE | $26,041 | $12,695+105.1% | $29,476-11.7% | $13,687+90.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |