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| Provider | Service type | Compensation |
|---|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $174,787 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $101,730 |
RBC GLOBAL ASSET MANAGEMENT8+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $99,319 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN ADVISORY Service code 51 · EIN 26-0680642 | Investment Mgmt Fees | $82,247 |
Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $77,251 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $49,500 |
WILMINGTON TRUST6 years Service code 19 · EIN 16-1486454 | Securities Custodian | $47,854 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $28,500 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $20,002 |
ABATO, RUBENSTEIN & ABATO8+ years Service code 29 · EIN 52-0904713 | Legal | $19,294 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -10.72% | 2.77%-13.5pp | -9.70%-1.0pp | 2.77%-13.5pp |
| Employer contribution / active EE | $5,262 | $15,262-65.5% | $44,610-88.2% | $15,262-65.5% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |