| Provider | Service type | Compensation |
|---|---|---|
ULLICO7+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $760,285 |
AB FUNDS4 years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $746,801 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & CO, LP Service code 28 · EIN 04-3200030 | Investment Management | $612,548 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $385,272 |
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $325,852 |
ARISTOTLE CAPITAL MANAGEMENT4 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $304,453 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $252,556 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 30-0872552 | Investment Management | $247,873 |
BLAKE & UHLIG, P.A.7+ years Service code 29 · EIN 48-0918231 | Legal | $226,787 |
Service code 28 · EIN 11-3786306 | Investment Management | $200,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | 3.69% | -14.80%+18.5pp | -3.21%+6.9pp | -14.80%+18.5pp |
| Employer contribution / active EE | $6,355 | $8,996-29.4% | $46,051-86.2% | $8,996-29.4% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |