| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF COLORADO1+ years Service code 13 · EIN 87-0721304 | Contract Administrator | $450,717 |
LSV ASSET MANAGEMENT1+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $440,733 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $358,879 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $298,653 |
GLOBEFLEX CAPITAL LP1+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 51 · EIN 33-0597629 | Investment Mgmt Fees | $277,932 |
BLAKE & UHLIG, P.A.1+ years Service code 29 · EIN 48-0918231 | Legal | $255,624 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $226,200 |
Filed as: INSTITUTIONAL CAPITAL LLC Service code 51 · EIN 03-0598064 | Investment Mgmt Fees | $204,466 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $182,230 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $170,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | -2.01% | 7.44%-9.4pp | 4.74%-6.7pp | 5.86%-7.9pp |
| Employer contribution / active EE | $5,289 | $12,240-56.8% | $36,089-85.3% | $10,137-47.8% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |