| Provider | Service type | Compensation |
|---|---|---|
Filed as: INT'L UNION OF BAC Service code 10 · EIN 53-0038250 | Accounting | $3,294,604 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $916,241 |
ENTRUST PARTNERS OFFSHORE LP4 years Filed as: ENTRUST CAPITAL Service code 27 375 PARK AVE 24TH FLOOR · NEW YORK, NY 10152 | Advisory (Plan) | $416,176 |
LSV ASSET MANAGEMENT1 year Filed as: LSV GLOBAL ASSET MANAGEMENT Service code 28 · EIN 23-2772200 | Investment Management | $313,186 |
ARROWMARK PARTNERS1 year Filed as: ARROWMARK COLORADO HOLDINGS, LLC Service code 51 · EIN 39-2068140 | Investment Mgmt Fees | $307,161 |
CHEIRON5+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $287,004 |
FISHER INVESTMENTS5+ years Filed as: FISHER INVESTMENTS INC Service code 28 · EIN 20-2480800 | Investment Management | $272,454 |
O'DONOGHUE & O'DONOGHUE4 years Service code 29 · EIN 53-0120528 | Legal | $235,062 |
Service code 28 · EIN 75-2403190 | Investment Management | $225,112 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 | Accounting | $209,229 |
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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.85% | 24.48%-8.6pp | 10.56%+5.3pp | 24.48%-8.6pp |
| Employer contribution / active EE | $3,911 | $9,418-58.5% | $30,199-87.0% | $9,418-58.5% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |