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| Provider | Service type | Compensation |
|---|---|---|
GULF STATES CONS & ADM INC10+ years Service code 12 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Claims processing | $82,800 |
ULLICO4 years Filed as: ULLICO INFRASTRUCTURE TAX EXEMPT Service code 51 · EIN 90-0622302 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Investment Mgmt Fees | $56,842 |
NEWTOWER TRUST COMPANY6 years Service code 51 · EIN 38-0872552 7315 WISCONSIN AVENUE, SUITE 350W · BETHESADA, MD 20814 | Investment Mgmt Fees | $45,999 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE, SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $40,000 |
UNITED ACTURIAL SERVICES5 years Filed as: UNITED ACTURIAL SERVICES INC Service code 11 · EIN 35-2156428 11590 NORTH MERIDAN ST, SUITE 610 · CARMEL, IN 46032 | Actuarial | $32,000 |
CLIFTONLARSONALLEN LLP1 year Filed as: CRI ADVISORS, LLC Service code 10 · EIN 72-1396621 1117 BOLL WEEVIL CIRCLE · ENTERPRISE, AL 36330 | Accounting | $15,657 |
US BANK4 years Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR, SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $12,313 |
FOUNDRY PARTNERS9 years Service code 51 · EIN 46-1184506 323 WASHINGTON AVE NORTH, SUITE 360 · MINNEAPOLIS, MN 55401 | Investment Mgmt Fees | $11,780 |
Filed as: PARAMETRIC DEFENSIVE EQUITY FUND LL Service code 51 · EIN 45-2531297 3600 MINNESOTA DRIVE SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Mgmt Fees | $7,806 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.20% | 11.08%-0.9pp | 8.10%+2.1pp | 8.76%+1.4pp |
| Employer contribution / active EE | $13,419 | $13,910-3.5% | $28,649-53.2% | $16,650-19.4% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |