| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF COLORADO4+ years Service code 13 · EIN 87-0721304 | Contract Administrator | $450,004 |
BLAKE & UHLIG, P.A.4+ years Service code 29 · EIN 48-0918231 | Legal | $378,369 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $320,060 |
GLOBEFLEX CAPITAL LP4+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 52 · EIN 33-0597629 | Indirect Investment Fees | $310,256 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $296,034 |
ULLICO4+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $281,613 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS, WRIGHT & TREMAINE, LLP Service code 29 920 FIFTH AVE STE 3300 · SEATTLE, WA 98104 | Legal | $254,497 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 52 · EIN 80-0618452 | Indirect Investment Fees | $225,040 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & CO, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $202,838 |
Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 52 · EIN 95-4833644 | Indirect Investment Fees | $198,194 |
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 | $568,132-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 4.03% | 16.24%-12.2pp | 14.64%-10.6pp | 1023.85%-1019.8pp |
| Employer contribution / active EE | $5,991 | $16,860-64.5% | $41,831-85.7% | $11,605-48.4% |
| Participant deferral / active EE | $0 | $23-100.0% | $200-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | - |