| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $556,203 |
COMPUSYS OF COLORADO3+ years Service code 13 · EIN 87-0721304 | Contract Administrator | $441,290 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 52 · EIN 80-0618452 | Indirect Investment Fees | $399,812 |
ULLICO3+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $337,150 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $319,816 |
GLOBEFLEX CAPITAL LP3+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 52 · EIN 33-0597629 | Indirect Investment Fees | $247,447 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC GLOBAL ASSET MGMT (US), INC. Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $216,569 |
COLUMBUS CIRCLE INVESTORS3+ years Service code 51 METRO CENTER ONE STATION PLACE · STAMFORD, CT 06902 | Investment Mgmt Fees | $201,398 |
ASSET STRATEGY CONSULTANTS2 years Filed as: ASSET CONSULTING GROUP Service code 17 · EIN 26-0887580 | Pension Consulting | $180,000 |
BLAKE & UHLIG, P.A.3+ years Service code 29 · EIN 48-0918231 | Legal | $171,837 |
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 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 8.04% | -1.92%+10.0pp | -2.18%+10.2pp | 73.13%-65.1pp |
| Employer contribution / active EE | $5,807 | $10,821-46.3% | $38,751-85.0% | $8,421-31.0% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |