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| Provider | Service type | Compensation |
|---|---|---|
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $297,571 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-3200244 | Investment Management | $275,291 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 04-3200030 | Investment Management | $151,378 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $133,082 |
LSV ASSET MANAGEMENT4 years Service code 28 · EIN 23-2772200 | Investment Management | $126,216 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 | Actuarial | $123,309 |
Service code 28 · EIN 04-2895544 | Investment Management | $123,276 |
JOHNSON & KROL, LLC5 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $112,628 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS BANK NATIONAL ASSOCIATIO Service code 19 · EIN 36-2085229 | Securities Custodian | $96,342 |
ANGELO FEOLA8 years Service code 30 · EIN 51-6034597 | Employee (plan) | $93,277 |
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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 | 10.85% | 7.95%+2.9pp | 20.18%-9.3pp | 9.11%+1.7pp |
| Employer contribution / active EE | $28,440 | $14,684+93.7% | $29,108-2.3% | $12,231+132.5% |
| 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% |