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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $2,353,961 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $1,407,172 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $517,948 |
ARROWSTREET CAPITAL7 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $494,093 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $404,501 |
Filed as: QUEST INVESTMENT MANAGEMENT, LLC Service code 27 · EIN 93-0880854 | Advisory (Plan) | $394,876 |
US BANK4 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $285,311 |
PANAGORA ASSET MANAGEMENT6 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $158,716 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $149,545 |
VERUS6 years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $123,000 |
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Employer contribution per participant 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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 10.45% | 7.10%+3.4pp | 20.18%-9.7pp | 13.18%-2.7pp |
| Employer contribution / active EE | $6,243 | $12,760-51.1% | $29,108-78.6% | $8,469-26.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |