| Provider | Service type | Compensation |
|---|---|---|
Filed as: INT'L UNION OF BAC Service code 15 · EIN 53-0038250 | Recordkeeping | $4,330,808 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $439,176 |
FISHER INVESTMENTS8+ years Filed as: FISHER INVESTMENTS INC Service code 51 · EIN 20-2480800 | Investment Mgmt Fees | $396,880 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $374,250 |
CHEIRON8+ years Filed as: CHEIRON, INC Service code 17 · EIN 13-4215617 | Pension Consulting | $301,298 |
ARROWMARK PARTNERS4 years Filed as: ARROWMARK COLORADO HOLDINGS, LLC Service code 28 · EIN 39-2068140 | Investment Management | $277,096 |
DAVID ROMANO8+ years Filed as: DAVID STUPAR Service code 30 · EIN 52-6127745 | Direct payment from the plan; Employe... | $228,242 |
O'DONOGHUE & O'DONOGHUE7 years Service code 29 · EIN 53-0120528 | Legal | $217,454 |
O'DWYER & BERNSTEIN, LLP8+ years Filed as: O'DWYER & BERNSTIEN LLP Service code 29 · EIN 13-5286665 | Legal | $192,393 |
NEWTOWER TRUST COMPANY1 year Service code 51 · EIN 30-0872552 | Investment Mgmt Fees | $174,812 |
Employer contribution per participant 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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.66% | -5.36%-5.3pp | -5.85%-4.8pp | 7.68%-18.3pp |
| Employer contribution / active EE | $4,341 | $12,163-64.3% | $31,839-86.4% | $9,142-52.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |