| Provider | Service type | Compensation |
|---|---|---|
Filed as: INT'L UNION OF BAC Service code 10 · EIN 53-0038250 | Accounting | $3,362,461 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $911,766 |
FISHER INVESTMENTS6+ years Filed as: FISHER INVESTMENTS INC Service code 28 · EIN 20-2480800 | Investment Management | $325,279 |
Service code 28 · EIN 23-2962336 | Investment Management | $296,189 |
ARROWMARK PARTNERS2 years Filed as: ARROWMARK COLORADO HOLDINGS, LLC Service code 28 · EIN 39-2068140 | Investment Management | $288,603 |
CHEIRON6+ years Filed as: CHEIRON, INC Service code 17 · EIN 13-4215617 | Pension Consulting | $280,135 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $276,196 |
LSV ASSET MANAGEMENT2 years Filed as: LSV GLOBAL ASSET MANAGEMENT Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $272,978 |
DAVID ROMANO6+ years Filed as: DAVID STUPAR Service code 30 · EIN 52-6127745 | Employee (plan) | $223,710 |
O'DONOGHUE & O'DONOGHUE5 years Service code 29 · EIN 53-0120528 | Legal | $206,137 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 6.69% | 13.80%-7.1pp | 8.01%-1.3pp | 13.80%-7.1pp |
| Employer contribution / active EE | $4,031 | $10,386-61.2% | $29,476-86.3% | $10,386-61.2% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |