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| Provider | Service type | Compensation |
|---|---|---|
ULLICO1+ years Filed as: ULLICO RETIREMENT SOLUTIONS Service code 28 · EIN 32-0016216 | Investment Management | $95,151 |
HARTNETT REYES-JONES, LLC1+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $70,221 |
WILLIAM C. EARHART CO., INC.1+ years Filed as: WILLIAM C. EARHART COMPANY, INC. Service code 12 · EIN 93-0509592 | Recordkeeping and information managem... | $42,547 |
BOND BROTHERS1+ years Filed as: BOND BEEBE, P.C. Service code 10 · EIN 52-1044197 | Accounting | $36,263 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,753 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,885 | $75,760-92.2% | $123,105-95.2% | $59,188-90.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -3.29% | 2.93%-6.2pp | 13.22%-16.5pp | 5.51%-8.8pp |
| Employer contribution / active EE | $4,273 | $3,415+25.1% | $5,151-17.1% | $2,098+103.7% |
| Participant deferral / active EE | $8 | $5,000-99.8% | $6,229-99.9% | $3,265-99.8% |
| Admin fee / account holder | $81 | $61+33.4% | $9,014-99.1% | $92-12.1% |