| Provider | Service type | Compensation |
|---|---|---|
ULLICO6+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $779,751 |
BLACKSTONE1 year Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $590,794 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & CO, LP Service code 28 · EIN 04-3200030 | Investment Management | $458,860 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $370,022 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $340,423 |
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $318,057 |
BLAKE & UHLIG, P.A.6+ years Service code 29 · EIN 48-0918231 | Legal | $253,487 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $236,768 |
SCOUT INVESTMENTS, INC.4 years Service code 28 · EIN 43-1925734 | Investment Management | $226,747 |
SCHRODER INVESTMENT MANAGEMENT6+ years Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $225,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 24.78% | 19.39%+5.4pp | 8.95%+15.8pp | 19.39%+5.4pp |
| Employer contribution / active EE | $5,493 | $8,446-35.0% | $46,559-88.2% | $8,446-35.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |