| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT2+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $461,716 |
COMPUSYS OF COLORADO2+ years Service code 13 · EIN 87-0721304 | Contract Administrator | $436,306 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $384,134 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $331,306 |
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $326,628 |
GLOBEFLEX CAPITAL LP2+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 52 · EIN 33-0597629 | Indirect Investment Fees | $253,897 |
Filed as: RBC GLOBAL ASSET MGMT (US), INC. Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $205,454 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 51 · EIN 06-1404803 | Investment Mgmt Fees | $174,056 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $170,000 |
BLAKE & UHLIG, P.A.2+ years Service code 29 · EIN 48-0918231 | Legal | $166,813 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.26% | 20.78%-11.5pp | 10.36%-1.1pp | 16.32%-7.1pp |
| Employer contribution / active EE | $5,622 | $15,647-64.1% | $37,738-85.1% | $12,766-56.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |