| Provider | Service type | Compensation |
|---|---|---|
Filed as: INT'L UNION OF BAC Service code 15 · EIN 53-0038250 | Recordkeeping | $3,809,567 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $794,014 |
FISHER INVESTMENTS7+ years Filed as: FISHER INVESTMENTS INC Service code 51 · EIN 20-2480800 | Investment Mgmt Fees | $556,197 |
ARROWMARK PARTNERS3 years Filed as: ARROWMARK COLORADO HOLDINGS, LLC Service code 28 · EIN 39-2068140 | Investment Management | $400,955 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $378,562 |
O'DONOGHUE & O'DONOGHUE6 years Service code 29 · EIN 53-0120528 | Legal | $338,857 |
CHEIRON7+ years Filed as: CHEIRON, INC Service code 17 · EIN 13-4215617 | Pension Consulting | $281,566 |
O'DWYER & BERNSTEIN, LLP7+ years Filed as: O'DWYER & BERNSTIEN LLP Service code 29 · EIN 13-5286665 | Legal | $188,938 |
MICHAEL F. YATES & COMPANY, INC.7+ years Filed as: MICHAEL SHELTON Service code 30 · EIN 52-6127745 | Employee (plan) | $148,338 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 | Accounting | $147,456 |
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 17.22% | 13.51%+3.7pp | 11.08%+6.1pp | 13.51%+3.7pp |
| Employer contribution / active EE | $4,097 | $8,170-49.9% | $28,418-85.6% | $8,170-49.9% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |