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| Provider | Service type | Compensation |
|---|---|---|
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $259,712 |
RBC GLOBAL ASSET MANAGEMENT9+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $87,526 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN ADVISORY Service code 51 · EIN 26-0680642 | Investment Mgmt Fees | $84,315 |
Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $79,951 |
ABATO, RUBENSTEIN & ABATO9+ years Service code 29 · EIN 52-0904713 | Legal | $78,890 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $76,284 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $49,500 |
WILMINGTON TRUST7 years Service code 19 · EIN 16-1486454 | Securities Custodian | $44,846 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $33,540 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $24,448 |
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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 | $3,299,877-100.0% | - | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 0.0%0pp | 2.3%-2.3pp |
| Annual return | 15.51% | 37.74%-22.2pp | 8.37%+7.1pp | 37.74%-22.2pp |
| Employer contribution / active EE | $5,186 | $15,788-67.2% | $29,626-82.5% | $15,788-67.2% |
| Participant deferral / active EE | $0 | $732-100.0% | $0 | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |