Page 241 - AugDefComp

Deferred Compensation Advisory Committee
Investment Consultant Request for Proposals Page 3

4. Pricing $40,000/year plus $30,000 $49,000/year, inclusive of
for recordkeeping RFP recordkeeping RFP

(Assuming one RFP every ($245,000 over five years.)
five years, $230,000 over
five years.)

5. Account Team Paul Hackleman, Senior Wendy Dominguez,
Consultant President & Co-founder
Mindy Harris, Senior Rick Rodgers, Principal
Advisor Gordon Tewell, Principal
Bill Tugaw, Governmental Paul Nacario, VP
Plan Practice Leader Robert Stebbins, VP
Kameron Jones, Asst VP
Vince Learned, Senior
Plan/Investment
Advisor

6. References Current Clients Current Clients
• (Selection committee • County of Santa Clara
agreed that these • Colorado Retirement
references were not Association
needed.) • City of Westminster, CO

Former Clients Former Clients
• Alameda County Water • Lakewood Police
District • Yampa Valley Medical
• County of San
Bernardino

From the June 2 review of proposals, finalist interviews were scheduled to meet members
of the account teams, assess qualitative aspects of the proposals and ask for final
clarifications and distinguishing qualities. Innovest was interviewed on July 12, and NFP
was interviewed on July 20.