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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $862,179 |
FRANKLIN TEMPLETON1+ years Filed as: CLARION PARTNERS Service code 28 · EIN 13-3379970 | Investment Management | $428,196 |
AJO1+ years Filed as: AJO,LP Service code 28 · EIN 23-2312104 | Investment Management | $313,448 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 27 · EIN 13-3200244 | Advisory (Plan) | $269,149 |
Service code 28 · EIN 04-2956583 | Investment Management | $252,964 |
COMPUSYS OF UTAH, INC.1+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $227,272 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $218,784 |
PATHWAY MANAGEMENT1+ years Service code 49 · EIN 48-1252823 | Other Services | $147,511 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO, N Service code 21 · EIN 94-3112180 | Bank Trustee | $115,940 |
BLAKE & UHLIG, P.A.1+ years Service code 29 · EIN 48-0918231 | Legal | $114,650 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.37% | 1.36%-1.0pp | -1.61%+2.0pp | 1.67%-1.3pp |
| Employer contribution / active EE | $9,643 | $10,832-11.0% | $30,840-68.7% | $10,506-8.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |