| Provider | Service type | Compensation |
|---|---|---|
ULLICO8+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $732,858 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES & CO, LP Service code 28 · EIN 04-3200030 | Investment Management | $530,437 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $339,056 |
BENESYS, INC.3 years Service code 13 · EIN 38-2383171 | Contract Administrator | $334,811 |
BLAKE & UHLIG, P.A.8+ years Service code 29 · EIN 48-0918231 | Legal | $299,698 |
SEI INVESTMENTS2 years Filed as: COOKE & BIELER Service code 28 2001 MARKET ST STE 4000 · PHILADELPHIA, PA 19103 | Investment Management | $296,191 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $293,414 |
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 30-0872552 | Investment Management | $279,586 |
ARISTOTLE CAPITAL MANAGEMENT5 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $277,758 |
AB FUNDS5 years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $241,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | -3.76% | 9.90%-13.7pp | 12.68%-16.4pp | 13.18%-16.9pp |
| Employer contribution / active EE | $6,583 | $7,519-12.4% | $41,626-84.2% | $8,469-22.3% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |