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| Provider | Service type | Compensation |
|---|---|---|
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $272,611 |
RBC GLOBAL ASSET MANAGEMENT10+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $125,071 |
WITHUMSMITH+BROWN, PC4 years Filed as: BROWN ADVISORY Service code 51 · EIN 26-0680642 | Investment Mgmt Fees | $108,910 |
Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $82,016 |
WILMINGTON TRUST8 years Service code 19 · EIN 16-1486454 | Securities Custodian | $64,277 |
REYNOLDS CONSULTING SERVICES4 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $37,625 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $35,870 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $33,186 |
BOLTON PARTNERS, INC.4 years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $25,218 |
Service code 15 · EIN 23-2182079 | Recordkeeping | $24,377 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 12.97% | 8.76%+4.2pp | 6.77%+6.2pp | 8.76%+4.2pp |
| Employer contribution / active EE | $5,434 | $16,664-67.4% | $20,121-73.0% | $16,664-67.4% |
| Participant deferral / active EE | $0 | $948-100.0% | $0 | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |