| Provider | Service type | Compensation |
|---|---|---|
ULLICO5+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $662,737 |
BLAKE & UHLIG, P.A.5+ years Service code 29 · EIN 48-0918231 | Legal | $446,646 |
COMPUSYS OF COLORADO5+ years Service code 13 · EIN 87-0721304 | Contract Administrator | $420,247 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & CO, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $378,560 |
AB FUNDS2 years Filed as: ALLIANCEBERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $325,095 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $321,452 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 52 · EIN 95-4833644 | Indirect Investment Fees | $223,784 |
GLOBEFLEX CAPITAL LP5+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 52 · EIN 33-0597629 | Indirect Investment Fees | $213,198 |
SCOUT INVESTMENTS, INC.3 years Service code 51 · EIN 43-1925734 | Investment Mgmt Fees | $209,132 |
SCHRODER INVESTMENT MANAGEMENT5+ years Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $201,450 |
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | -3.38% | 5230.06%-5233.4pp | 9.52%-12.9pp | 5230.06%-5233.4pp |
| Employer contribution / active EE | $5,814 | $10,491-44.6% | $41,951-86.1% | $10,491-44.6% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |