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  5. ›Consulting Services, Deferred Compensation Plans

Awarded contract·City of St. Petersburg·Florida

Consulting Services, Deferred Compensation Plans

Won by Resources Investment Advisors, LLC$198kSingle Award
Contract source

Awarded vendors

  • Resources Investment Advisors, LLC

Description

This contract is for consulting services related to the City of St. Petersburg's deferred compensation plans and 401(a) retirement plan. The contractor, Resources Investment Advisors, LLC, will provide advisory services, including investment advice, performance monitoring, and education services to plan fiduciaries and participants. The contract has a term of three years, with an option to renew for an additional two years. The annual fee for the services is $39,500, with a total contract value of $118,500 over the initial three-year term. The contract includes provisions for confidentiality, indemnification, and termination.

Attached files

Key dates

Starts
10/1/2022
Ends
9/30/2027Renews
Duration
3 years

Last updated

Details

Award type
Single Award
Procurement
Sole Source
Industry
Financial Services
NAICS
523920
Solicitation №
-

Contract value

$197,500

The contract value is explicitly stated as $118,500 over the initial three-year term, with an annual fee of $39,500. The total contract value, including the optional two-year renewal period, is $197,500.

AI estimate from the award documents

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