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 |
|---|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $303,012 |
MARQUETTE ASSOCIATES4 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $160,000 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 04-3200030 | Investment Management | $142,553 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 17 · EIN 26-1370698 | Pension Consulting | $137,835 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $131,716 |
JOHNSON & KROL, LLC4 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $125,688 |
Service code 28 · EIN 04-2895544 | Investment Management | $120,457 |
LSV ASSET MANAGEMENT3 years Service code 28 · EIN 23-2772200 | Investment Management | $114,608 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK NATIONAL ASSOCIATIO Service code 19 · EIN 36-2085229 | Securities Custodian | $107,842 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $106,555 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.70% | -7.95%-3.7pp | -5.85%-5.9pp | 23.41%-35.1pp |
| Employer contribution / active EE | $26,752 | $13,972+91.5% | $31,839-16.0% | $12,650+111.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |