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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $381,095 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $155,098 |
Service code 28 · EIN 04-2895544 | Investment Management | $153,035 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 04-3200030 | Investment Management | $151,548 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2772200 | Investment Management | $133,629 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Service code 11 · EIN 26-1370698 | Actuarial | $133,004 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK NATIONAL ASSOCIATIO Service code 19 · EIN 36-2085229 | Securities Custodian | $120,941 |
JOHNSON & KROL, LLC3 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $100,502 |
HAMILTON LANE ADVISORS, LLC3 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $94,809 |
WILLIAM BLAIR7+ years Filed as: WILLIAM BEEMAN Service code 14 · EIN 51-6034597 | Plan Administrator | $80,212 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 19.88% | 19.37%+0.5pp | 11.08%+8.8pp | 15.63%+4.2pp |
| Employer contribution / active EE | $26,022 | $13,107+98.5% | $28,418-8.4% | $11,476+126.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |